Assistant Financial Advisor Market Related - Groenkloof
Sustainable Wealth Management
Sustainable Wealth Management is seeking a young ambitious professional that has a passion for the Financial Services Industry. The role will be responsible for providing individuals with sound advise regarding their financial planning and investments. Sourcing and Meeting with potential clients Establishing their financial needs and goals Developing professional needs analysis Recommending suitable insurance and investment solutions Ongoing reviews and servicing of your existing clients Minimum Requirements: Own reliable transport and Cellphone Matric / Grade 12 B. Com, LLB or Financial Industry related qualification (preferrable) No criminal record Clean ITC listing Key Competencies: Know and understand Discovery ( www.discovery.co.za ) products and processes. Outstanding organisational skills. Ability to solve practical problems. Excellent communication and customer service skills (Oral and Written). Knowledge of organizational effectiveness and operations management. Familiarity with business and financial principles. Proven work experience as a paraplanner or similar role. Leadership ability. Salary package will consist of a basic salary and comission (Market Related) This salary structure will give the successful candidate time to get on his / her feet and whilst gaining experience and building their own client base.
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