Ukhozi Personnel is a strategic recruitment consultancy focused on recruiting specialist talent in emerging markets in Africa. We utilise specific African search databases to source candidates and incorporate our uniquely designed digital and print search tools to find the best talent fit. Our services offer different solutions and methodologies to the recruitment process as we understand that markets differ and every business is unique in its talent strategy and corporate goals. Ukhozi Personnel is established as an African female owned entity and is a Level 1 BEE contributing organisation.

We aim to partner with organisations to efficiently identify and attract talent that meets their specified competencies (analytical, technical, academic, experience or behavioural) and align their corporate and talent strategy with candidates professional aspirations....
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FINANCIAL ADVISOR HIGH NET WORTH & AFFLUENT MARKETS
Posted date [2018-Apr-16] (ID: 67548)

FINANCIAL ADVISOR      –     HIGH NET WORTH & AFFLUENT MARKETS

 

 

Leading Johannesburg Stock Exchange (JSE) listed financial services company seeks talented financial advisors to join their professional advisory and planning team that delivers needs-driven advice to clients in the following market segments.

 

Employed Individuals

Business assurance, catering for the business needs of business professionals

Professionals (employed and self-employed)

Affluent market

High net worth market

 

 

Responsibilities

The successful incumbents’ role is to meet the evolving needs of their clients throughout their lifetime. This is achieved by forming professional relationships with clients; considering the client’s financial and personal situation in order to construct a financial plan; and managing the plan in partnership with the client. This process requires our advisers to consider several needs including tax; health planning; capital needs in the event of disability, death or dread disease; educational needs; retirement planning; investment planning; short-term insurance needs; estate planning; and business assurance needs.

 

 

Minimum Criteria

23 years or older

Minimum one year financial advisory experience

Matric certificate

Must have RE Certificate (For Representatives)

120 credits if registered with FSB for more than 6 years.

Drivers License and Own Vehicle (not negotiable)

A clear credit/criminal record would be favourable

 

 

Personal skills and attributes

Strong leadership and support

Lucrative Remuneration and Rewards

Supportive Work Environment

Development and career progression opportunities

 

 

Remuneration

Training Incentive: R11 000.00 (First 2 months only)

Commission split potential of 100%

Vesting bonus that would result in 140% of commission

Interest free Technology loan of R20k to purchase technological equipment (should you wish to work from home)

Telemarketers making appointments

Full back-office/admin support

Upfront bursaries for industry related degrees/certificates/diplomas

On-going training and Mentorship and a career plan

TOP EARNERS average BETWEEN R50K – R100K PER MONTH

 

 

If you are an experienced FA looking to partner with a reputable market leader in Financial Services, kindly send your updated resume & RE certificate  to  FinancialAdvisors(at)ukhozipersonnel.co.za.

 

NB - If you have not heard back from us in 2 weeks, please consider your application unsuccessful. Your CV will however be kept on our database for any future positions that may match your skills and competencies.


Job Title FINANCIAL ADVISOR HIGH NET WORTH & AFFLUENT MARKETS
Post Details
Posted By Ukhozi Personnel
Job Function
Start Date
Salary
Location Gauteng
Phone No
Website
Email FinancialAdvisors(at)ukhozipersonnel.co.za
    
    
Deadline
    
    
    
    
    
    
    
    
Category
Region Location -> Gauteng
Job Type Job Type -> Full-time Jobs
Classification Job Classification -> Insurance

JOBS RSA
Recruitment Agencies Johannesburg