No more applications are being accepted for this job
- Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy;
- Generating new business and preparing proposals to existing clients
- Client Portfolio Reviews
- Post Graduation Diploma in Financial Planning
- CFP accreditation would be advantageous
- at least 2 years relevant experience
- Afrikaans and English fluent
salaried financial advisor - Roodepoort, South Africa - HR Genie
Description
The Financial advisor is responsible for:
Servicing of Existing Clients
Generating New Business
General Administration
Possibility of salary increase as client book growths