Financial Adviser

Job Description

Duties & Responsibilities :

Responsibilities:

Contacting clients and setting up meetings, either within an office environment or in clients’ homes or business
premises
Conducting in-depth reviews of clients’ financial circumstances, current provision, and future aims
Analysing information and preparing plans best suited to individual clients’ requirements
Completing risk analysis
Researching the marketplace and providing clients with information on new and existing products and services
Designing financial strategies
Assisting clients to make informed decisions
Reviewing and responding to clients changing needs and financial circumstances
Promoting and selling financial products to meet given or negotiated sales targets

Desired Experience & Qualification :

Qualifications include:

Matric (essential)

Degree (preferable)

Requirements:

Laptop

Clear credit record

Clear criminal record

Vehicle

Skills:

Excellent communication, interpersonal and listening skills

The capability to explain complex information simply and clearly

The ability to network and establish relationships with clients

Research and analytical skills

Negotiation and influencing skills as well as determination and tenacity

The ability to work in a team

Time management skills

A target driven mindset

Discretion and an understanding of the need for client confidentiality

An ethical and professional approach to work

Package & Remuneration

Benefits:

Unlimited earning potential
Flexible work schedule
Training, supervision, and mentorship
Competitive commission based on achieving set sales targets
Passive income creation
Support
This is undoubtedly one of the most exciting financial planning opportunities currently, so if you are looking to

enhance your career, we encourage you to apply today.