Financial Advisor (Finance)
Location not available
Our client in the Finance Industry is looking to hire a Financial Advisor for the position available in their Institute.
· Advisory and intermediary duties associated with a Financial Advisor
· To give advice to clients
· Generate own leads and prospects
· Set up individual meetings with prospective clients
· Identify the client’s personal financial goals
· Analyse the client’s personal financial position to identify actions to be taken
· Create a financial action plan and recommendations
· Implementing action plans by recommending appropriate financial solutions and products
· Delivering Financial advisory services
· Appropriate Degree
· CFP or in process of obtaining it.
· Computer literate
· Clear credit and criminal record.
· Own vehicle/transport
· Valid driver’s license
· 1 year + experience
Send your CV and latest pay slip to firstname.lastname@example.org
ATripleA Recruitment and Temps
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