Vine Recruitment Current Job Opportunity – Apply Now!

Vine Recruitment was established in 2008 and has shown remarkable growth. Our name represents the beautiful Winelands area we call home and our goal is to give personal attention to each individual and client. The word Vine comes from Grape-Vine, a word that symbolizes communication and spreading the news. Vine Recruitment is about communication and our focus is to build lasting relationships with our clients and candidates.

 

 

 

 

Job Title: Financial Advisor – Paarl
Location: Cape Winelands
Salary: Market Related
Job Type: Permanent
Sectors: Insurance, Finance
Reference: CPT000011/DvdM

 

 

Vacancy Details

Our client in Paarl is looking for Financial Advisors.

Minimum Requirements:

• Matric
• Certified Financial Planning (CFP) or equivalent full qualification (NQF 6 with 120 credits)
• Successfully completed the Class of business exam
• Successfully completed the RE5 exam
• Currently registered with the Financial Sector Conduct Authority as a full representative
• Two-or-more years, experience as representative rendering Financial
• Advice and Intermediary services
• Must be computer literate on a basic to intermediary level on Microsoft software
• Must have excellent negotiation and presentation skills and possesses the ability to close deals
• Must have high initiative and entrepreneurial skills and must be able to work independently
• Own transport and cell phone is mandatory.

 

Responsibilities:

• Prospecting and closing of new business
• Maintaining of existing business
• To have a holistic approach to financial advice
• Establishing and defining a professional relationship with clientele
• Gathering of financial data and the setting of financial objectives
• Analyzing and evaluating of financial information
• Developing and presenting financial planning recommendations and/or alternatives to clientele
• The implementation of financial planning recommendations
• The monitoring of the financial planning recommendations

 

To Apply

Click Here!

Application Deadline: September 23 2024