Financial Advisor - Umhlanga, South Africa - Discovery Ltd.

Discovery Ltd.

Verified Company

Umhlanga, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

Business Unit:
Sales & Distribution
Function:Financial Advisors (Certified Financial Planner)
Date:14-Feb-2023
Discovery

Financial Adviser

DFC Umhlanga

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About Discovery

Discovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fastpaced and dynamic environment enables smart, selfdriven people to be their best. As global thought leaders, Discovery is passionate about innovating to not only achieve financial success, but to ignite positive and meaningful change within our society.
About DFC Umhlanga
DFC Westwood are inspired by the difference we make in the lives of our clients, being there for them when they need it most. We are looking for suitably experienced financial advisers who share our passion for service excellence to join our team & to build a career as a financial planner with Discovery.

The individual will be responsible for growing a client base and will market all products across the entire Discovery group - Discovery Life, Discovery Invest, Discovery Health, Discovery Insure, Discovery Business Insurance and Discovery Bank.

DFC Umhlanga are high performers, energetic and we have loads of fun doing what we do best. Our franchise is the oldest Discovery franchise in KZN.

Personal Attributes and skills:

Strong Customer focus
Networking skills
Able to work autonomously.
Strong Planning and organisational skills

Experience Required:

NQF 5 industry recognized qualification (minimum of 120 credits)
RE 5 (preferrable but not essential)
No previous financial planning experience necessary but will be beneficial.

Important Information about the Role:

Own vehicle essential
Durban based either working from home (office allowance offered), Umhlanga & Kloof offices.
Full product training & financial planning training offered.
Ongoing support and assistance
Be willing to be part of a team.
Training allowance offered during first two months.
Commission only & incentives paid on targets reached.
Full employee benefits group life, income protection & pension / provident offered.
Employment Equity
The Company's approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.