Financial Advisor/Paraplanner - Kloof, Durban

Dixie Recruitment

Durban, KwaZulu-Natal Kloof, KwaZulu-Natal
Permanent
Full-time

1 month ago
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,Our client in the financial services (wealth management) industry is looking for a dynamic Financial Advisor to join their well respected team in Kloof. The successful candidate will begin their journey as a senior Paraplanner for a 1-year period to then move onto the Financial Planner role.Requirements:

Matric and degree and Post Graduate Diploma in Financial Planning
At least 3 - 5 years' experience in the Financial Planning industry
Thorough understanding of current FICA / FAIS legislation
Working knowledge of legislation relating to investments, retirement planning and estate planning
Strong analysis skills to facilitate the identification of needs and the matching of appropriate solutions
Remain up to date with legislation and new products and compliance in these areas
A track record of sales / negotiation skills and the ability able to develop and maintain a network of clients and prospective clients
Sound computer skills (Excel, Word, Email, Financial Planning software (e.g. Xplan))
Own car essential

Salary will be market related and based on experience.To apply, email your cv toWe will be in contact with shortlisted candidates who meet the requirements detailed above. If you have not received a reply within 2 weeks, please consider your application unsuccessful.We will be in contact with shortlisted candidates who meet the requirements detailed above. If you have not received a reply within 2 weeks, please consider your application unsuccessful.By applying, you confirm that:

We may retain your personal information in our database for future matching of suitable opportunities
We may contact you when suitable opportunities arise
The information you have provided to us is true, correct and up to date

Dixie Recruitment