Financial Advisor - Cape Town, South Africa - Unique Personnel

Unique Personnel
Unique Personnel
Verified Company
Cape Town, South Africa

4 weeks ago

Thabo Mthembu

Posted by:

Thabo Mthembu

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Description

Job Number

  • 72987

Job Type

  • Permanent

Job Title

  • Financial Advisor

Computer Skills

  • Ms Office

Industry

  • Financial Services

City

  • Cape Town

Province

  • Western Cape
  • Sourcing and meeting potential clients.
  • Establish their financial needs and goals.
  • Enabling a professional Financial Needs Analysis to be drafted.
  • Dispensing / selling of suitable financial insurance products and Investment.
  • Ongoing servicing of client book.
    Inherent Requirements

Minimum requirements for this position:


  • Own Vehicle
  • Cell Phone and Laptop
  • Minimum academic requirement: Matric /Gr 12, B. Com, LLB or Financial Industry related qualifications (preferable)
  • RE 5 qualification (preferable)
  • 2years > Financial Advisory Experience (preferable)
  • Professional appearance.
  • No Criminal record and clean ITC listing.

What Qualification

  • LLB or Financial

Minimum Qualification

  • Diploma

Status

  • Available
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