- Johannesburg
- Salary: R15 000.00 - R20 000.00 Per Month
- Commission: Yes
- Job Type: Permanent
- Sectors: Insurance Finance
- Reference: 2129625
Vacancy Details
Employer: Catch Recruit
- Providing financial planning, insurance, and investment services to clients
- Assessing client’s overall financial picture, and understanding their needs to devise an appropriate financial plan
- Ensuring client records are maintained and kept current
- Cultivating and maintaining ongoing relationships with clients by tracking their successes and keeping them informed about any changes that may affect their finances
- Acting as a liaison between the client and other financial professionals
Required Skills
- Financial Planning: 2 to 3 years
- Long Term Financial Planning: 2 to 3 years
Candidate Requirements
- Must have RE5
- NQF 5 Financial planning
- Long term and short term
9 people have applied for this job. 344 people have viewed this job.
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