Financial Advisor Trainee
- Johannesburg, Gauteng
- Training
- Full-time
- Qualified B.Com/CA/BSc; CFP will be advantageous.
- FAIS Compliant (NQF level 5 and with adequate unit standards to qualify for FSB registration as representative as defined in the FAIS act).
- Education or background experience to include tax training.
- Have an understanding of Collective Investment Schemes, Retail Retirement Fund Industry and Wealth Management.
- Expert on Microsoft Office (Word, Excel, Outlook, PowerPoint).
- Proven sales track record and notable accolades.
- History of building strong relationships.
- Educational or experience background to include tax training.
- Drivers license required and should be willing to travel.
- To generate leads, set up appointments, meet clients and close the deal.
- Service existing clients and will be expected to travel regularly.
- To prepare and present a recommendation or solution to the client, implement, review and monitor on an ongoing basis.
- To obtain all necessary documentation (FICA documentation).
- To ensure all associated administration is completed in an effective manner to meet the group’s compliance and regulatory requirements.
- To assist with ad hoc marketing drives in your region.
- To effectively service your clients that may be in other centres limited traveling may be required.
- Flexibility is required as clients from time to time request consultations outside of normal office hours.
Companies can expire their jobs at any time on their own discretion and without notice.The post appeared first on .
Freerecruit