Senior Financial Advisor - Durban, South Africa - Trident Wealth Management

Trident Wealth Management
Trident Wealth Management
Verified Company
Durban, South Africa

1 week ago

Thabo Mthembu

Posted by:

Thabo Mthembu

beBee Recruiter


Description

About Us
Trident Wealth Management is one of the largest and fastest growing franchise of Old Mutual Life Assurance Ltd.

Our success and growth is largely due to our focus and dedication on attracting and retaining the right calibre of financial advisors.

We are the trusted partner to a number of large entities, societies and municipalities throughout South Africa, with our assets under management in excess of R1 Billion.

We operate under the Old Mutual FSP License.


Benefits Include:


  • Training and settlingin allowance
  • Subsidised Group Life Benefits
  • Lucrative commission structures
  • Access to existing client base
  • Ongoing training and business support
  • Financial planning and advice tools
  • Full admin and compliance support
  • Marketing and sales support
  • Competitive and comprehensive product range to suit all clients
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Requirements:_

  • Matric Certificate
  • NQF 5 qualification (recognised by FSCA)
  • RE5 Certificate
  • 5 years industry experience
  • CFP preferred
  • Class of Business
  • Valid driver's license
  • Own vehicle and laptop
This is a hybrid role with offices based in Durban North, Umhlanga, PMB and JHB.


Job Types:
Full-time, Part-time, Commission


Education:


  • High School (matric) (required)

Experience:

- sales: 3 years (preferred)


License/Certification:

  • RE5 (preferred)
Application Deadline: 2023/08/31

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