Good day
I have a position available as per the details below please contact me should you be interested or should you know of someone qualified in the market seeking a position.
Email me corniel.swanepoel@berghshire.co.za
- Exclusive offering for a Financial Advisor in a growing environment
- Commission based - up to 100% depending on the applicant
- New Appointments get training support of R11 500 in months 1&2
- Additional benefits available (medical aid, pension,13th cheque / performance bonus)
- The candidate will be appointed under the Sanlam FSP
- The idle candidate will be familiar with working in the broker space but not essential • Ring Fencing can be applied to existing book the ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
- Build ongoing working relationships with clients and piers alike Qualifications
- 120 Credits
- RE
- CFP will be to your advantage
- 1+ years' of industry experience
- Any additional qualification would be to your advantage
- Strong understanding of the investment business
- Excellent interpersonal skills
