Financial Planners x 2

City of Cape Town, Western Cape 22 May

RMG Recruitment

  • Description

    Our client provides specialized financial planning, insurance, retirement and investment services to individuals and businesses.

    They are seeking either experienced or inexperience Financial Planners to join the team. Structured, proactive training program will be provided for aspirant Financial Advisers.

    Career Growth
    Opportunity to establish yourself as a financial professional
    Supportive environment to allow you to focus on providing excellent customer service and growing your client base

    Duties & Responsibilities
    Provide holistic financial planning advice to private and business clients by identifying their
    Investment and lifestyle needs. Identify new business opportunities and develop and
    Implement strategies, and manage individual and corporate relationships.

    Key Accountabilities:
    Source, develop and cultivate your own client base by networking, referrals and prospecting
    Meet clients in person to provide them with financial planning advice and solutions
    Provide on-going financial planning advice to “retained” clients
    Develop and implement strategies to obtain and manage business opportunities arising within Private and Corporate accounts
    Manage and strengthen relationships
    Resolve client concerns, queries and/or complaints

    Desired Experience & Qualification
    Job Requirements
    Matric is essential
    A Tertiary qualification is in Finance; Accounting; Banking; Marketing or Business Management are a strong advantage
    **Own vehicle and valid driver’s license is an absolute requirement
    Ability to work independently
    Able to network, prospect and build relationships
    Clear credit and criminal record
    Career driven person with strong entrepreneurial drive
    Preference will be given to those who possess own laptop and cellphone

  • Number of vacancies: 2
  • Requirements

  • Minumun level of education: Diploma /Bachelor's/ N6
  • Language(s): English
  • Driver's license: EB
  • Availability for travel: No
  • Availability for change of residence: No

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Ad summary

  • Financial Planners x 2

  • Recruiter

    RMG Recruitment

  • Province

    City of Cape Town, Western Cape

  • Work type

    Full Time

  • Type of contract

    Permanent contract

  • Salary


  • Apply now

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