Description:
Do you have a passion for Financial Planning, looking to get into this amazing profession and building up your own professional practice?
For more than six decades, we’ve helped you dream of it, plan for it, deal with it. We’ve been in it with you. All of it.
This role enables a driven and ambitious individual to become a trained Financial Planner
Excellent uncapped earning opportunity. Great Leadership and mentorship offered.
Duties:
Understand clients’ financial needs
Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance
Answer clients’ questions and address concerns
Give advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals
Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.
Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
Manage and regularly update clients’ portfolios.
Building and maintaining your client base. This is a FAIS role
Requirements:
Matric
2 years Sales experience
RE 5, FAIS qualification an added advantage but not essential
Own car
Drivers License
Laptop
Network of clients