Financial Advisor

at RS Financial Solutions
Location Cape Town, Cape Town, South Africa
Date Posted
Category Finance
Job Type FULL_TIME
Work Hours Day
Salary Units MONTH
Currency ZAR

Description

 

 

Description

 

We in an independent brokerage and the company offers long and short

term insurance, pre and post retirement planning, investment planning, estate

planning, wills and funeral plans with all major insurers.

 

  • Provide solutions for the client's long-term insurance, investments and financial

planning needs

 

  • Build a sustainable portfolio

 

  • To establish and maintain a professional relationship with all stakeholders

 

  • To give professional advice to clients

 

  • To build a profitable practice

 

  • We require you to establish and maintain a client base

 

  • Processing and preparation of FNA

 

  • Financial advisers need both strong interpersonal and analytical skills, you must be able

to analyze investment and financial data then clearly communicate their

findings to their clients.

 

  • An aptitude for sales and marketing and a solid network will stand you in good

stead for this career.

 

We would offer you the following.

 

  • Our experience with successfully advising on complex financial solutions

 

  • Investment in marketing and lead generation

 

  • Multiple prospecting/ lead generation techniques used

 

  • Coaching and development to new levels of growth

 

  • Comprehensive product training

 

  • Strong and efficient sales administration support

 

  • Full Back Office and Admin Support

 

 

Qualifications needed:

 

Minimum 2years experience

RE5

NQF5 or higher

Driver’s license

Clean credit and criminal history

 

 

Interested candidates can send their CV

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