Financial Planner

• South African Citizen
• Tertiary education (finance, financial planning, business management)
• Own transport and laptop
• Clear credit and criminal record.
• Self-motivated and strong networked.
• Excellent communication Skills
• Previous sales experience

• Execute and negotiate follow through of implementation vehicles including insurance, investments, estate planning, tax solution, business assurance and other tasks quoted to client.
• Recommend risk and investment solutions that are suitable for clients based on their objectives, resources, time horizon, risk profile and preferences.
• Work with your manager and mentor to build your financial planning practice by effective methods and strategies.
• Acquire clients actively via telephone, mail, referrals and networking events.
• Maintain proper documentation following pre-set guidelines established by compliance and management.

• Training will be provided on all products offered 
• They will pay for your RE5 qualification 
• Unlimited earning potential.
• Skills training and ongoing mentorship