Metropolitan – Field Financial Advisor

Learnership 2023/2024- Metropolitan
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Field Financial Advisor

Location: sedibeng, Sasolburg, Vanderbijlpark, Sebokeng
Education level: Matric
Job level: Junior/Mid
Type: Permanent
Company: Metropolitan

Job description

Proactively strive to achieve personal financial targets through effective planning, time management, diligence and appropriate stress management

Present information-sharing sessions on financial planning topics to engage new business and enhance the knowledge of potential clients

Analyse situations carefully, understand the complexity and consequences before quickly taking action through clear, well thought out decisions

Accurately identify problems and proactively solve them

Identify entrepreneurial opportunities in every interaction and remain passionate, resilient, focused and organised

Timeously complete all administrative and reporting duties related to the role

Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services

Support and guide clients through the decision making process by displaying exceptional product knowledge and customer centricity

Regularly review client accounts to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment

Build sound relationships with others through honesty, trust and respect

Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements

Be self-confident, self-motivated entrepreneurs and relentlessly pursue targets and goals.

Effectively manage time and ensure optimal productivity

Research and monitor financial market trends to ensure that plans are relevant, effective and to identify any necessary updates

Prepare, interpret and present client financial performance and other relevant information so enhance client understanding and facilitate decision-making

Conduct client financial needs analysis in order to develop and implement a customised financial plan to achieve clients’ financial goals

Matric/ equivalent NQF4 qualification (required)
1-2 years’ experience in Financial Industry (Field Advisors)
Undergraduate degree (preferred but not required ).
FAIS requirements based on DOFA date (required).
Computer literate (required).

Posted on 08 Apr 08:21

Apply by email
Liona Mathiase

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