SALARIED FINANCIAL ADVISOR

The Financial advisor is responsible for: Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy; Generating new business and preparing proposals to existing clients Client Portfolio Reviews Servicing of Existing Clients Generating New Business General Administration Possibility of salary increase as client book growths Post Graduation Diploma in Financial Planning CFP accreditation would be advantageous at least 2 years relevant experience Afrikaans and English fluent

Location: Roodepoort, ZA

Posted Date: 4/12/2024