Financial Advisor - Durban, South Africa - Micah Developments

Description

Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs.

• Provision of office space and full infrastructure for financial planners
• Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms
• Access to business coaching and client advice support
• Assistance with practice management
• Training support, i.e. technical and soft skills training
• Access to an effective leads system
• Support with succession planning
• Support with unlocking of equity from adviser practices

• Establish long-term relationships with clients
• Financial planning for clients
• Focus on identifying client needs and then offer suitable financial solutions
• Provide excellent service orientation and frequent contact with clients

• Financial / Marketing / Sales and or some tertiary qualification
  (Graduates are welcomed)
• RE5 / FAIS 120 credited
  (A sure benefit)
• Valid Drivers License and own vehicle
  (Essential)
• Clear Criminal and Debt record
  (Essential)

• Durban, KwaZulu-Natal: Reliably commute or planning to relocate before starting work (required)