Financial Advisor

Short Job Description: 

A family-oriented, well established Financial Services institution is seeking an entrepreneurial, experienced, and dynamic self-starter, Financial Advisor,  to join their fast growing investment advisory and wealth management team. This role will be  work from home as well as in the Somerset West office.

Where will the person be based? (Town/Suburb/work-from-home/remote): 
Work from home and Somerset West office, when required
Select which one of these best describes the role: 
Full time - with flexibility
Main area of expertise required: 
Financial Advisor
Required Qualification: 
Relevant Qualification
List of required computer software skills: 
MS Office & Excel
Estimated hours: 
Remuneration in ZAR: 
Market related, negotiable, candidate dependant
Remuneration term: 
Job posting date: 
Thursday, November 19, 2020
Full Job Description: 

Financial Advisor work form home job, Western Cape

This firm currently advises to more than R20 billion in institutional assets and have over the past 5 years expanded their offering into private client wealth advisory and management services.

They wish to grow their private client asset base and to strengthen their team with people who can assist to grow and service such clients.

Candidates will also need to show evidence of the following:

• Excellent communication, interpersonal and listening skills

• The ability to explain complex information simply and clearly

• The ability to network and establish relationships with clients

• Technically orientated with analytical skills

• Negotiation and influencing skills as well as determination and tenacity

• Time management skills

• Customer service skills

• Self-motivation and organisation

• A target-driven mind-set

• Discretion and an understanding the need for client confidentiality

Minimum requirements

• CFP (Certified Financial Planner) or B Com degree

• 3 years working experience in investment advice and risk cover for individuals, trusts and companies

• Experience working on Allan Gray, Investec and/or Glacier LISPS for investment purposes

• Computer literate with specific reference to Word, Excel, Mail and Powerpoint

• No adverse listings (criminal, credit, etc.)

• Category I (any candidate that is currently under supervision will not be considered) and preferably Category II FSB product registrations

• Driver’s license with own reliable transport

Remuneration Basic salary plus share in commission. More details about the package and benefits will be discussed in interview.

Application process:
Before applying check that your CV is comprehensive and that the roles and responsibilities demonstrate your capabilities and experience rather than a list of tasks. Always write in full sentences. You have up to 12 places of previous employment to demonstrate your skills, use as many as you feel are required but always include more than one. Write a motivational email explaining why you should be considered for the role. The motivational email will be seen before the CV and is submitted to the client with the CV. If you have not heard back within 14-21 days please assume the application was not successful.

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