1 Finance/Accounting jobs in Irene on Job Mail

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Financial Advisor (Finance)

Irene

30 June 2022

Recruiter AtripleA recruitment & temps

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Financial Advisor (Finance)

AtripleA recruitment & temps Thursday, 30 June 2022 8

Finance/Accounting - Other Finance/Accounting

Irene

FULL TIME

Job Specification
Company
Reference Number NTc5

Job Summary

Irene
Financial Advisor

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

Send your CV and latest pay slip to recb@aaaa.co.za

ATripleA Recruitment and Temps

www.aaaa.co.za

#ATripleA #recruitment #vacancy # Financial # Advisor

Posted 2020-08-07

AtripleA recruitment & temps

Recruiter

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1 Finance/Accounting jobs in Irene on Job Mail

Financial Advisor (Finance)

Job Summary

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