Overview
Independent Financial Adviser Jobs in Home Based at Succession Financial Planning
Full Job Description
The Financial Advisor will be responsible for providing comprehensive financial planning services, advising clients on investments, retirement planning, and other financial products. The role includes day-to-day tasks such as conducting financial assessments, developing tailored financial plans, and maintaining ongoing client relationships to help clients meet their financial goals.
Requirements:
Financial Planning and Financial Advisory skills
Minimum 2 years work experience essential
Knowledge of Finance, Investments and Retirement Planning
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Ability to build and maintain strong relationships with clients
NQF 5 or higher (Beneficial)
RE5 Required
Must have a clear credit record.
Job Type: Full-time
Pay: R1,00 – R250Â 000,00 per month
Application Question(s):
Have you completed and passed the RE5 exam?
Education:
Primary (Preferred)
Work Location: Remote
Title: Independent Financial Adviser
Company: Succession Financial Planning
Location: Home Based
Category:
