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Financial Planner / Advisor


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Financial Planner / Advisor

An independent registered Financial Services provider that specialises in offering a personalised, professional financial planning service is currently looking to hire an Experienced Financial Planner to join their highly successful team.

Salary for this position is: R10 000 Basic + R5 500 Car Allowance
• We offer a basic salary and competitive commission structure
• Access to client data and record-keeping system.
• Continuous training and development.
• Excellent administration back-office support and client services call centre.
• Call Centre arranges appointments and handles Diary management
• Para-planner for assistance with portfolio preparation
• Ongoing in-house training & maintenance of CPD points
• Networking Functions, Exhibitions & Seminars

Financial Planner
• Follow 6 steps in Financial Planning including Needs Analysis
• Presentation and negotiations to individuals & Groups
• Network and obtain referrals and leads
• Advice on Life, Investments, Retirement products
• Sales
• PR & brand Ambassador

• Fit and proper and preferably already qualified in terms of FAIS Act
• Interact with clients diligently and fairly.
• Presentable and dynamic.
• Commission & target driven.
• Good Sales and network skills.
• Presentation and negotiation skills

• Life Insurance, Investment products etc’
• Brokerage has a large Database, appointments will be provided however the candidate
• must have the ability to network and create own leads/referrals
• Work under pressure and handle stress.
• Self-motivated.

To apply for this position please could you visit and register your CV at www.smplacements.co.za and apply directly on line.

You can also Fax your CV through to 086 663 6866 or e-mail response@smplacements.co.za

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ID #2335 Location Gauteng Industry Insurance Type Full-Time Role Financial Planner / Advisor Career Level Intermediate Presence

Salary & Benefits

Here’s what you get.

Full-Time /Basic + Commission

Company Information

A Brief Overview of the Company which posted this job offer

Est. In People

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