Financial Advisors
Cape Town, Western Cape
Posted more than 30 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:
- Full Time
- Experience Required:
- 3 to 4 years
- Education Level:
- Bachelor
- Gender:
- Any
- Number of vacancies:
- 20
Job Description
Locations: Western Cape, Eastern Cape, Gauteng, Pretoria, Free State, Polokwane, KZN
Starting Date: Actively Seeking - ongoing open opportunities
Remote, Hybrid options available
Industry: Financial Services
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
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