Locations: Western Cape, Eastern Cape, Gauteng, Pretoria, Free State, Polokwane, KZNStarting Date: Actively Seeking - ongoing open opportunitiesRemote, Hybrid options availableIndustry: Financial ServicesMandatory required documentation: Updated DOFA and CV to be emailed to :Requirements:Grade 12Degree related to Financial Industry preferredCertified Financial Planner (CFP) or equivalent full qualification (NQF6 with 120 creditsCompleted the class of business examCompleted the RE 5 examRegistered with the FSCA as a full representative3 to 5 years experience as a representative rendering financial advice and intermediary services.Computer LiterateExcellent negotiation and presentation skillsAbility to close dealsOwn transport & valid drivers licenceResponsibilitiesEstablish professional relationships with clienteleProspecting and closing of new businessGathering of financial data and setting financial objectivesStrong Analysing skillsDeveloping and presenting financial planning recommendationsImplementation of financial planning recommendationsMonitoring of financial planning and recommendations:Preferred QualitiesExcellent communication and negotiation skillsPassion for Financial Planning and Wealth ManagementMeticulous AdvisorsStrong ethical compassDiscipline in achieving long term financial successRisk Management -focus approachStrong Mathematical skillsSpecialist knowledge of investments, saving and Money ManagementAdvanced Network skillsBenefitsLucrative income potentialProfessional accelerationIn Depth Inhouse Training across the product rangeBack Office SupportBenefits and commissions to discuss during interview selection