Experience The successful incumbent will have at least two (2) or more years experience as a representative rendering Financial Advice and Intermediary services.
Formal education and qualifications as a minimum requirement - Matric
- Successfully completed the Class of Business exam.
- Successfully completed the Regulatory Exam for representatives (RE5) exam.
- Certified Financial Planning (CFP) or equivalent full qualification (NQF 6 with 120 credits).
- Currently registered with the Financial Sector Conduct Authority as a full representative.
- Must be computer literate on a basic to intermediary level on Microsoft software.
- Must have excellent negotiation and presentation skills and possess the ability to realise deals.
- Must have high initiative and entrepreneurial skills and must be able to work independently.
- Own transport and cellular telephone is mandatory.
Inherent requirements and skills applicable to this vacancy - Excellent analytical skills.
- Excellent communication skills.
- A sound understanding of various financial policies, products and portfolios.
- Passionate about customer care.
- Ability to work independently.
- Attention to detail.
- Innovative, outgoing and a dynamic persona.
Responsibilities - Prospecting and closing of new business.
- Maintaining of existing business.
- Developing and presenting financial planning recommendations and or alternatives to clientele.
- To have a holistic approach to financial advice.
- Establishing and defining a professional relationship with clientele.
- Gathering of financial data and the setting of financial objectives.
- Analysing and evaluating of financial information.
- The implementation of financial planning recommendations.
- The monitoring of the financial planning recommendations.
Shortlisted candidates will be expected to undergo psychometric testing and background screening.