Financial Advisor

Metropolitan

Kroonstad

About the job

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities
• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications
• Matric(Grade 12)
• 2 year's experience in a sales and/or customer service role
• 1-2 years experience for individuals with undergraduate degree(preferred)
• Strong computer literacy skills
• Fluency in English
• Enquiries skhumalo2@metropolitan.co.za More Detail

Apply Now

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