Business Description:
Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs.
Company is looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal / Gauteng / Western Cape Offices.
Company offers the following:
xc3xbc Provision of office space and full infrastructure for financial advisors
xc3xbc Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms
xc3xbc Telephony services, i.e. internet, email, telephone, voice logging, secure storage of data, full suite of Microsoft access
xc3xbc Access to business coaching and client advice support
xc3xbc Assistance with practice management
xc3xbc Training support, i.e. technical and soft skills training
xc3xbc Access to an effective lead generation systems and training
xc3xbc Support with succession planning
xc3xbc Support with unlocking of equity from adviser practices
Output/Core Tasks:
xc3xbc Establish long-term relationships with clients
xc3xbc Financial planning for clients
xc3xbc Focus on identifying client needs and then offer suitable financial solutions
xc3xbc Provide excellent service orientation and frequent contact with clients
Requirements: * Matric or NQF4 equivalent certification (Essential)
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