Professional Financial Planner

Ref: pfp1131

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One of SA's leading Financial service provider are recruiting self-driven candidates to be trained as Financial Planners in order to provide structured financial solutions to their clients.

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The role suits a hard working individual with excellent networking and people skills as well as the academic ability to function in the dynamic world of finance.

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Key Activities:

- Networking and prosecuting to obtain clients

- Setting up of appointments

- Meeting with clients and providing financial solutions based on detailed needs analysis conducted

- Remaining compliant and up to date on relevant developments and financial markets

- Conducting annual reviews with existing clients

- Dealing with client queries and complaints

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Requirements:

• completed Matric is essential, tertiary qualification is desirable

• Own vehicle and driver's license is non-negotiable

• Well networked with the ability to prospect and build relationships

• Clear credit and criminal record is essential

• Good computer literacy

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Benefits:

Various large company benefits offered.

Excellent Opportunities for further study and career growth and advancement

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Please email CVs to enquiries@hashtagdbn.co.za

Please note that only shortlisted applicants will be contacted.