Apply now if you want to change your career and have work experience even if you have no DOFA. We are looking for experienced individuals aspiring to become an advisor to join our winning team.
#IgniteProgress
For some, their career is their comfort zone. Not for you. You dont want to stand still, and you dont settle for less. You want to stand out. Shape a prosperous future - not just for you but for others too.
Seize the moment because some opportunities dont come twice.
Learn more about a career in financial planning by speaking to us. We will show you how to ignite your progression.
Requirements
- Inspired to make a career change towards greater purpose and contribution set in a professional, competitive and accountable organisation.
- Looking for a flexible environment where you can determine your own hours as an entrepreneur.
- Has large and solid business, social and close contact networks.
- If required, willingness and motivation to study further in order to meet requirements.
- Influential, self-driven, resilient and results orientated.
- Minimum 5 years experience
- Further minimum requirements : Grade 12 (Matric) certificate
- FAIS compliant qualification
- RE5 an advantage
- Proven computer literacy (MS Office suite)
- Excellent communication skills (written and verbal)
Some Key Elements Would Be
- Be determined and have the aptitude to make a success of the role
- Like the autonomy and the entrepreneurial nature of the role
- Inspired to live a greater purpose and make a contribution set in a professional, competitive and accountable organisation
- Meeting with clients to determine their financial goals, needs, and risk tolerance
- Providing strategic advice on various financial products and services, such as investments, insurance, debt management, taxes, estate planning, etc.
- Preparing and reviewing financial plans and ensuring their accuracy and suitability
- Responding to client queries and resolving any issues
- Supporting investment professionals and cultivating client relationships
