Financial Advisors
Western Cape, Eastern Cape, Gauteng, Pretoria, Free State, P, Gauteng
Posted 22 days ago
- Company:
- Engage Recruit
- Company Description:
- E2R specialize in finding our clients the best quality professionals in their Industry. We understand the critical lifeblood and nerve center of any organization. We work with you as an extension of your business to understand and support your company’s strategy, culture and DNA so that we can present you with the best candidates who will lead and drive your organization forward. We are flexible and adapt easily to changes and offer practical solutions and additional services, especially during the new transformation of the current business climate. Through our extensive industry expertise in various sectors, we can source the finest talent and services to suit your needs. whether highly skilled candidates looking to progress their careers or middle managers and senior executives seeking their next great challenge. Importantly, with our stringent sourcing and selection procedures, we ensure that the candidates we present you with are the right people for the right roles and right for your company.
- Contract Type:
- Contract
- Experience Required:
- 5 to 10 years
- Education Level:
- Grade 12
- Gender:
- Any
- Number of vacancies:
- 47
Job Description
Starting Date: Actively Seeking - ongoing open opportunities
Remote, Hybrid options available
Industry: Financial Services
Mandatory required documentation: Updated DOFA and CV to be emailed to :
Requirements:
Grade 12
Degree related to Financial Industry preferred
Certified Financial Planner (CFP) or equivalent full qualification (NQF6 with 120 credits
Completed the class of business exam
Completed the RE 5 exam
Registered with the FSCA as a full representative
3 to 5 years experience as a representative rendering financial advice and intermediary services.
Computer Literate
Excellent negotiation and presentation skills
Ability to close deals
Own transport & valid drivers licence
Responsibilities
Establish professional relationships with clientele
Prospecting and closing of new business
Gathering of financial data and setting financial objectives
Strong Analysing skills
Developing and presenting financial planning recommendations
Implementation of financial planning recommendations
Monitoring of financial planning and recommendations:
Preferred Qualities
Excellent communication and negotiation skills
Passion for Financial Planning and Wealth Management
Meticulous Advisors
Strong ethical compass
Discipline in achieving long term financial success
Risk Management -focus approach
Strong Mathematical skills
Specialist knowledge of investments, saving and Money Management
Advanced Network skills
Benefits
Lucrative income potential
Professional acceleration
In Depth Inhouse Training across the product range
Back Office Support
Benefits and commissions to discuss during interview selection