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    Financial Planner

    Location:Cape Town
    Company:SydSen Recruit

    My client in the financial industry is looking for a financial planner to join their awesome fast growing team in Century City- Cape Town. 

    Minimum requirements:
    • 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
    Please note that only experienced candidates will be considered and contacted.

    Apply now.

    Visit our website for more opportunities:

    Sydsen Recruit

    Posted on 12 Sep 13:47, Closing date 30 Nov

    SydSen Recruit
    SydSen Recruit is a trusted brand that has been part of the national recruitment landscape in South Africa since 2008. Our corporate culture is built on a collaboration of shared experience and trust!
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