Position Summary:
To build and grow your financial planning business within one of Africa’s leading banking institutions as well as provide holistic financial planning solutions to private banking and business banking clients.
Required Education & Experience:
- Most recent experience must have worked under NO supervision
- 3 years’ experience as a Financial Planner or Financial Advisor
- NQF level 5 – Wealth Management Certificate, 120 credits or Qualification aligned with FAIS requirements and RE 5 Certificate (Passed Exam)
- Long term insurance
- Understanding appropriate verbal communication