Financial Advisor (Finance)

Our client in the Finance Industry is looking to hire a Financial Advisor for the position available in their Institute.

Job Description:

·         Advisory and intermediary duties associated with a Financial Advisor

·         To give advice to clients

·         Generate own leads and prospects

·         Set up individual meetings with prospective clients

·         Identify the client’s personal financial goals

·         Analyse the client’s personal financial position to identify actions to be taken

·         Create a financial action plan and recommendations

·         Implementing action plans by recommending appropriate financial solutions and products

·         Delivering Financial advisory services

Minimum Requirements:

·         Appropriate Degree

·         CFP or in process of obtaining it.

·         Computer literate

·         Clear credit and criminal record.

·         Own vehicle/transport

·         Valid driver’s license

·         1 year + experience

Send your CV and latest pay slip to recb@aaaa.co.za

ATripleA Recruitment and Temps

www.aaaa.co.za

#ATripleA #recruitment #vacancy # Financial # Advisor