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 Qualifications include: Matric (essential) Degree (preferable) Requirements: Laptop Clear credit record Clear criminal record Valid drivers licences Own 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 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
