Financial Advisor

Duties & Responsibilities

Providing clients with information on new and existing risk and investment products and services.

Assisting clients with both wealth creation and protection.

Conducting reviews on clients existing financial portfolios by comparing current provision and future goals.

Designing and implementing financial strategies.

Completing financial needs analysis.

Assisting clients to make informed financial decisions.

Requirements

Matric (minimum)

RE5 (if longer then 2 years in the industry)

Tertiary Degree/ Diploma (advantageous)

Laptop

Vehicle

Smartphone

Only shortlisted applicants will be contacted.