Our client in the Finance Industry is looking to hire a Financial Advisor for the position available in their Institute.
Job Description: • Advisory and intermediary duties associated with a Financial Advisor • To give advice to clients • Generate own leads and prospects • Set up individual meetings with prospective clients • Identify the client's personal financial goals • Analyse the client's personal financial position to identify actions to be taken • Create a financial action plan and recommendations • Implementing action plans by recommending appropriate financial solutions and products • Delivering Financial advisory services
Minimum Requirements: • Appropriate Degree • CFP or in process of obtaining it. • Computer literate • Clear credit and criminal record. • Own vehicle/transport • Valid driver's license • 1 year + experience