Description:
Are you a dynamic entrepreneur with a passion for excellent outcomes?
This is a unique opportunity to be empowered and run your own business within a business
We embrace a flexible, collaborative and dynamic workplace and are technologically innovative.
We are currently sourcing Financial Planners to join our dynamic team in Cape Town.
- Regardless of their specialization, all financial planners have the same objective: to help their clients reach their financial goals. This guidance comes with enormous responsibility.
- Financial planners spend their days meeting with prospective clients, implementing solutions with new clients and reviewing plans with existing clients.
- Financial planners help their clients make more informed financial decisions. Those decisions can be anything from how to start investing to retirement or estate planning.
- Giving advice to clients is a privilege, They are trusting you with the intimate details of their finances. Earning that trust requires passing rigorous exams and holding yourself to the highest standards of professionalism and integrity.
Requirements:
Are you a dynamic entrepreneur with a passion for excellent outcomes?
This is a unique opportunity to be empowered and run your own business within a business
We embrace a flexible, collaborative and dynamic workplace and are technologically innovative.
We are currently sourcing Financial Planners to join our dynamic team in Cape Town.
- Regardless of their specialization, all financial planners have the same objective: to help their clients reach their financial goals. This guidance comes with enormous responsibility.
- Financial planners spend their days meeting with prospective clients, implementing solutions with new clients and reviewing plans with existing clients.
- Financial planners help their clients make more informed financial decisions. Those decisions can be anything from how to start investing to retirement or estate planning.
- Giving advice to clients is a privilege, They are trusting you with the intimate details of their finances. Earning that trust requires passing rigorous exams and holding yourself to the highest standards of professionalism and integrity.
- Regardless of their specialization, all financial planners have the same objective: to help their clients reach their financial goals. This guidance comes with enormous responsibility.
- Financial planners spend their days meeting with prospective clients, implementing solutions with new clients and reviewing plans with existing clients.
- Financial planners help their clients make more informed financial decisions. Those decisions can be anything from how to start investing to retirement or estate planning.
- Giving advice to clients is a privilege, They are trusting you with the intimate details of their finances. Earning that trust requires passing rigorous exams and holding yourself to the highest standards of professionalism and integrity.
- Customer Care: 1 to 2 years
- Sales: 1 to 2 years
- Tertiary education in law, economics, finance, entrepreneurship or similar
- Matric certificate essential
- Clear criminal and credit record
- Valid drivers license and vehicle
- Laptop
- Financial planners need both strong interpersonal and analytical skills. They must be able to analyse investment and financial data then clearly communicate their findings to their clients
- An aptitude for sales and marketing and a solid network will stand you in good stead for a career in financial planning
- Tertiary education in law, economics, finance, entrepreneurship or similar
- Matric certificate essential
- Clear criminal and credit record
- Valid drivers license and vehicle
- Laptop
- Financial planners need both strong interpersonal and analytical skills. They must be able to analyse investment and financial data then clearly communicate their findings to their clients
- An aptitude for sales and marketing and a solid network will stand you in good stead for a career in financial planning
11 Jul 2025;
from:
careers24.com