Financial Advisory Consultant

Job Description

Duties & Responsibilities :

RESPONSIBILITIES

Regardless of their specialization, all financial planners have the same objective: to help their clients reach their financial goals. This guidance comes with enormous responsibility. Giving advice to clients is a privilege. They are trusting you with the intimate details of their finances and earning that trust requires passing rigorous exams and holding yourself to the highest standards of professionalism and integrity.

Financial planners need both strong interpersonal and analytical skills. They must be able to analyse investment and financial data then clearly communicate their findings to their clients.

DUTIES

Meet with clients to discuss their financial needs
Recommend investments to clients
Financial planners spend their days meeting with prospective clients, implementing solutions with new clients and reviewing plans with existing clients.
Financial planners help their clients make more informed financial decisions. Those decisions can be anything from how to start investing to retirement or estate planning.

Desired Experience & Qualification :

Tertiary education preferable, specifically in the fields of finance, law, marketing, entrepreneurship and business
Matric certificate essential
Clear criminal and credit record
Customer service and sales experience advantageous
Own vehicle and drivers licence

Package & Remuneration :

R10 000.00 monthly startup stipend (new to industry only)
Uncapped 70% commission
Full company benefits including medical aid
Incentives
World class training