Position Summary:
We are currently looking for well experienced Financial Planners who will be based in the Bank Branches situated in Waterberg District, Limpopo South.
Required Education & Experience:
- You must have 120 FAIS Credits NQF Level 5 in Wealth Management or Financial Planning or similar qualification
- You must be in possession of your RE5 Exam Certificate.
- You must not be under supervision for more than 3 product Subcategories.
- You must have at least 1 year experience working as a Financial Advisor for any recognized Long-term Insurance company.
- You must have provided financial advice to clients on Life insurance, Investments and Retirement Savings.
- You have completed Class of Business Training (COB) in Long-term insurance, Investment and Retirement plans.