Our client based in the Western Cape area is looking for self-starters! Individuals who are able to work independently and have a passion for sales. We are seeking motivated professionals with a proven track record in financial advisory services.
Description
Conduct thorough financial needs analysis for clients to understand their goals and objectives.
Develop and implement customised financial plans to meet clients' short and long-term goals.
Provide ongoing support and guidance to clients, reviewing their financial plans regularly and adjusting as needed.
Build and maintain strong relationships with clients through proactive communication and exceptional service.
Stay informed about industry trends and regulations, continuously enhancing your knowledge and skills to better serve clients.
Collaborate with team members to achieve collective goals and contribute to the overall success of the organisation.
Education Profile
RE 5
Bachelor's degree in Finance, Business Administration, or related field
Matric
Application Instructions
Please forward your CV to Should you not be contacted within 2 weeks, kindly consider your application unsuccessful.
Contact Information
Name: Ronal
Phone: 0720865442
Email:
People First
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