Personal Financial Advisor - Cape Town, South Africa - Cape Wealth Managers (Pty) Ltd

Cape Wealth Managers (Pty) Ltd
Cape Wealth Managers (Pty) Ltd
Verified Company
Cape Town, South Africa

1 week ago

Thabo Mthembu

Posted by:

Thabo Mthembu

beBee Recruiter
Description

Wealth Consultant / Financial Advisor / Financial Planner


We are seeking experienced financial advisors in the Western Cape, with an entrepreneurial attitude who wants to expand their financial planning practice within the IFA space.


If you are looking for a change and want to have the opportunity to develop new skills and offer wider product provider range - then we would like to discuss your options with us.


Responsibilities:


  • Generate prospecting opportunities through networking, generate leads to position products and service offering
  • Secure financial planning meetings with prospects/clients
  • Follow the 6 steps in financial planning methodology to ensure comprehensive financial planning and advisory services are rendered to clients
  • Conduct financial needs analysis for clients using a FNA system
  • Source quotations for product related recommendations
  • Assist with the implementation of agreed recommendations
  • Track and report progress of agreed implementation to clients
  • Conduct annual reviews with clients
QUALIFICATIONS / REQUIREMENTS

  • Matric/Grade 1
  • FAIS Qualification (nonnegotiable) minimum NQF
  • Bcom in Financial Planning, Investments, Postgraduate (optional)
  • Class of Business
  • CPD compliant
  • FAIS Regulatory examination for Representatives (RE5)
EXPERIENCE / REQUIREMENTS
years' experience in financial planning for Risk and Investments

  • Proven sales track record in a target driven environment
  • Must be prepared and willing to travel to client sites for meeting.

Salary:
From R35,000.00 per month
More jobs from Cape Wealth Managers (Pty) Ltd
See all jobs of Cape Wealth Managers (Pty) Ltd