Financial Advisor - Sandton, South Africa - TWK Agri

TWK Agri
TWK Agri
Verified Company
Sandton, South Africa

1 week ago

Thabo Mthembu

Posted by:

Thabo Mthembu

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Description
TWK Agri has the following vacancy available: Financial Advisor (Life Insurance) within the Insurance Department at Sandton, Gauteng.


Responsibilities and Duties

  • Conduct comprehensive financial analysis to support the financial planning process
  • Review and analyse client information, investment portfolios and financial goals
  • Prepare detailed and accurate financial planning reports for clients
  • Stay updated on industry regulations and compliance requirements
  • Communicate effectively with clients to gather necessary information and clarify financial goals
  • Conduct research on investment options and stay informed about market trends
  • Assist in developing investment strategies that align with client objectives
  • Selfmanagement

Qualifications and Skills

  • Matric / Grade 1
  • RE5 certification
  • Class of Business Training Certificates
  • Certified Financial Planning qualification
  • Completed investmentrelated/ core subcategories supervision
  • 3 years' experience as a Financial/Wealth Planner or Advisor
  • Fluent in English
  • Driver's License
- _The company can expire jobs at any time at their own discretion._
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