salaried financial advisor - Roodepoort, South Africa - HR Genie

    HR Genie
    HR Genie Roodepoort, South Africa

    Found in: Job Placements ZA C2 - 1 week ago

    HR Genie background
    Full time
    Description

    The Financial advisor is responsible for:

    • 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

    Servicing of Existing Clients

    Generating New Business

    General Administration

    Possibility of salary increase as client book growths

    • Post Graduation Diploma in Financial Planning
    • CFP accreditation would be advantageous
    • at least 2 years relevant experience
    • Afrikaans and English fluent