Description:
Requirements:Education and Certification:
Matric. Regulatory Examination (RE5) certification. Class of business CPD points. Must meet Fit and Proper Requirements. Clear criminal and credit record. Experience:
Minimum of 18 months financial industry experience. Proven track record of success and a commitment to client service. Proven experience in providing financial solutions to clients. Key Skills, Attributes and Competencies:
High ethical standards and integrity. Passionate, Dynamic, Driven and Ambitious. Good communication, interpersonal and relationships building skills. Ability to work independently and in a team. Client-focused mindset. Value shared knowledge and expertise. Commanding desire for continuous learning and growth. Willingness to travel to engage with clients. Valid Drivers License and own transport. Key Responsibilities:
Evaluate clients financial situations, develop tailored financial plans and guide clients. Stay updated on financial markets, regulations, and industry trends. Build and maintain long-term client relationships through excellent client service. Educate clients on financial products and investment opportunities. Ensure compliance with financial regulations and company policies. Generate leads and grow the client base through networking, referrals, and business development activities. Benefits:
Work Life Balance Hybrid/Remote Work model, Autonomy & Collaborative Culture Growth Personal and Professional Development Plans, Learning Programmes, Access to Specialists. Rewards and Recognition Competitive Remuneration Structure, Incentive Programmes, Onshore and Offshore Travel. Client Focus Individual Value Proposition, Practise Management Expertise, Unlock Market Access. Leadership Support, Guidance, Coaching. Support Operations, Product and Marketing Specialists, Strategic Partners. Remuneration Options:
Two flexible remuneration models available. Please consider your application unsuccessful should you not receive a response within 2 weeks of applying.
03 Mar 2025;
from:
gumtree.co.za