Career Opportunity for Financial Planner - Cape Town

There are many different paths that can pave the way to being a successful financial planner, but the practice of holistic financial planning and having a mentor to train and work with you prepares you to get a head in this industry as well as give meaningful advice to clients.

We are currently seeking candidates that have a passion for financial planning, willing to learn, full time position, entrepreneurial minded candidates.

Our client will train the successful candidates to become a financial planning professionals of distinction.They provide holistic financial planning advice to clients by identifying their insurance, investment and lifestyle needs and objectives. Identify new business opportunities and develop and implement strategies and manage individual and corporate relationships.

We are currently seeking candidates that have a passion for financial planning, willing to learn, full time position, entrepreneurial minded candidates, to operate from our client's Cape Town office.

Job Description:

• Execute and negotiate follow through of implementation vehicles including insurance, investments, estate planning, tax solution, business assurance and other tasks quoted to client.
• Recommend risk and investment solutions that are suitable for clients based on their objectives, resources, time horizon, risk profile and preferences.
• Work with your manager and mentor to build your financial planning practice by effective methods and strategies.
• Acquire clients actively via telephone, mail, referrals, and networking events.
• Maintain proper documentation following pre-set guidelines established by compliance and management.
• Comply with all industry rules and regulations and remain future fit.

Minimum Requirements:

• South African Citizen
• Tertiary Education (Finance, Financial Planning, Business Management)
• Clear credit and criminal record.
• Valid Driver’s Licence and Own Vehicle
• Self-motivated and well-networked.
• Excellent Communication Skills
• Previous Sales Experience preferred

Benefits:

• Unlimited earning potential.
• Ongoing skills training and mentorship opportunities.

How to Apply:

If you're ambitious, motivated, and ready to take the next step in your career, we want to hear from you! Please send your CV to christen@abcworldwide.com

Join us in shaping the future of financial planning in Cape Town!