Financial Planner

My Client in Fourways is urgently looking for a Financial Planner
Key Responsibilities
 Establish relationships with clients
 Financial planning for clients
 Focus on identifying client needs and then offer suitable financial solutions
 Provide excellent service orientation and frequent contact with clients.

Minimum Requirements
Candidates must have:
 Minimum Industry related qualification /tertiary qualification in Commerce or Finance and 1 year relevant experience or a CFP Qualification
 Successfully completed Regulatory Examinations  Own transport and a valid Drivers’ licence
 Computer literate
Competencies
 Good interpersonal skills
 Communication skills
 Entrepreneurial skills
 Planning and organising skills
 Performance driven
 Business orientated
basic salary of R10 000 + R5500 car allowance. We offer a full support system including making providing leads and making appointments
If you meet the requirements, and you are fully FAIS accreditted, email detailed cv with contacyable ref's and recent photo to bernadette@cnwweb.co.za