Financial Advisor

Our client in the Financial industry is looking for a Financial Advisor.

Key responsibilities

· Contacting clients and corporates setting up meetings, either within an office environment or in clients' homes or business premises

· Conducting in-depth reviews of clients' financial circumstances, current provision and future aims

· Analyzing information and preparing plans best suited to individual clients'

· Requirements

· Completing risk analyses

· Researching the marketplace and providing clients with information on

· New and existing products and services

· Designing financial strategies

· Assisting clients to make informed decisions

· Researching information from various sources, including providers of

· Financial products

Requirements

· Min 1 year of life insurance / investment selling experience

· RE5

· Matric

· Driver’s license & own transport

· Clear ITC

· Clear criminal record

· Must have own laptop

· Commission basted only

ATriple

A Recruitment and Temps