Financial Advisor

SPECIFICATION

We are looking for ambitious Financial Advisors who are passionate about building lasting client relationships and growing their own professional practice. This opportunity is ideal for Advisors who already have an existing client base or a proven track record of acquiring new business and looking for the support, brand strength and entrepreneurial freedom of an establised Old Mutual franchise.  

Responsibilities

• Build and manage portfolio of new and existing clients
• Achieve agreed sales, production and client servicing targets
• Maintain accurate cleint records and ensure regulatory compliance with FAIS, FICA, TCF etc.
• Develop long term client relationships through regular reviews and ongoing advice

Qualifications

• RE5 successfully completed
• FSCA-approved Wealth Management (or equivalent) qualification
• Minimum 2 years’ experience as a Financial Advisor/Financial Planner
• Fit & Proper in terms of FAIS
• Own reliable vehicle and valid driver’s licence
• Matric