Pretoria is looking for Financial Advisors. Minimum Requirements: Matric Certified Financial Planning (CFP) or completed the RE5 exam Currently registered with the Financial Sector Conduct Authority as a full representative years, experience as representative rendering Financial Advice and Intermediary services Must be computer existing business To have a holistic approach to financial advice Establishing and defining a professional Gathering of financial data and the setting of financial objectives Analyzing and evaluating of financial information
Potchefstroom is looking for Financial Advisors. Minimum Requirements: Matric Certified Financial Planning (CFP) or completed the RE5 exam Currently registered with the Financial Sector Conduct Authority as a full representative years, experience as representative rendering Financial Advice and Intermediary services Must be computer existing business To have a holistic approach to financial advice Establishing and defining a professional Gathering of financial data and the setting of financial objectives Analyzing and evaluating of financial information
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers customers who are entrusting their and their families financial futures to them. At a glance it is about championing lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing implementing "fit for purpose" financial plans and solutions Provide appropriate financial advice, in line with
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers customers who are entrusting their and their families financial futures to them. At a glance it is about championing lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing implementing "fit for purpose" financial plans and solutions Provide appropriate financial advice, in line with
combines your knack for sales with a passion for financial advisory? Look no further Our dynamic team is evolve into a distinguished Financial Advisor. Who We Are: We're a leading financial services firm committed committed to empowering individuals to secure their financial futures. With a track record of excellence and contribute to our nation's financial well-being. Full Training: No prior financial expertise? No problem We
The Financial Advisor specialising in Health will be responsible for acquiring, retaining, and growing comprehensive financial planning and delivering an excellent client experience. The advisor will cater to professional, and business clients, ensuring their financial goals are met through strategic health solutions dedicated, and looking for a rewarding career in the financial services industry, we invite you to join the team mission of providing exceptional health-related financial advisory services and making a real difference
/>Remote or Hybrid options available
Industry: Financial Services
Mandatory required documentation:
12
Degree related to Financial Industry preferred
Certified Financial Planner (CFP) or equivalent
years experience as a representative rendering financial advice and intermediary services.
Computer
of new business
Gathering of financial data and setting financial objectives
Strong Analysing
/>Developing and presenting financial planning recommendations
Implementation of financial planning recommendations
Experienced Financial Planners in Bedfordview, Gauteng Are you a dynamic and experienced financial planner planner looking to join a leading Independent Financial Brokerage? We have an amazing opportunity for you with About Us: Our client is a prestigious Independent Financial Brokerage providing exceptional and unique services portfolios, provide professional financial advice, and offer tailored financial products and services. Client already extensive client book. Financial Planning : Develop comprehensive financial plans, advise on investment
The Financial Advisor will be responsible for conducting financial needs analysis for both Life and Investment needs, utilize extensive expertise to provide financial advice to customers, grow client base and prospecting Investments Financial Planning on commercial and personal short-term insurance, Medical aids Financial Advice
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers customers who are entrusting their and their families financial futures to them. At a glance it is about championing lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing implementing "fit for purpose" financial plans and solutions Provide appropriate financial advice, in line with