Financial Advisor

Updated: May 02, 2024 02:20 PM GMT

Micah Govender Developments

Westville

Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs.

Company is looking for experienced life and investment financial advisors to be based in its Kwa-Zulu Natal / Gauteng / Western Cape Offices.

Company offers the following:
• Provision of office space and full infrastructure for financial advisors
• Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms
• Telephony services, i.e. internet, email, telephone, voice logging, secure storage of data, full suite of Microsoft access
• Access to business coaching and client advice support
• Assistance with practice management
• Training support, i.e. technical and soft skills training
• Access to an effective lead generation systems and training
• Support with succession planning
•... More Detail