Financial Advisors Potchefstroom

Job Location:
Pretoria, Potchefstroom, Paarl, and George

FFG Group of Companies

Minimum requirements for successful candidates:

• Matric
• Successfully completed the Class of Business exam
• Successfully completed the RE5 exam
• Certified Financial Planner (CFP)® or an equivalent full qualification (NQF Level 6 with 20 credits)
• Currently registered with the Financial Sector Conduct Authority as a full representative
• Two or more years’ experience as a representative rendering financial advice and intermediary services
• Must be computer literate at a basic to intermediate level in Microsoft software
• Must have excellent negotiation and presentation skills, with the ability to close deals
• Must demonstrate high initiative and entrepreneurial ability, and be able to work independently
• Own transport and a cell phone are mandatory

Responsibilities:

• Prospecting for and closing new business
• Maintaining existing business
• Developing and presenting financial planning recommendations and/or alternatives to clients
• Adopting a holistic approach to financial advice
• Establishing and defining professional relationships with clients
• Gathering financial data and setting financial objectives
• Analysing and evaluating financial information
• Implementing and monitoring financial planning recommendations

Please do not apply if you do not meet the minimum requirements. The remuneration and value proposition to be compiled in collaboration with each successful individual.

FFG Group of Companies is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, colour, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organisation, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship.

FFG Group of Companies makes hiring decisions based solely on qualifications, merit, and business needs at the time.

Find out more: https://my.wamly.io/careers/FFG