Aspiring Financial Advisorol

About

Description

The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

Responsibilities

• Build and maintain relationships with clients
• Conduct financial needs analyses
• Offer appropriate financial advice and solutions
• Achieve sales targets and business objectives

Qualifications

• NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Application instructions:

• apply now