Private Financial Advisor

Firstrand

Fais accreditation
Strong client engagement skills
Financial planning acumen
The Private Financial Advisor will provide financial advice, focusing on insurance and investment solutions

Job Summary

  • The Private Financial Advisor will provide financial advice, focusing on insurance and investment solutions.
  • You will build and maintain strong relationships with clients through regular communication.
  • This role offers opportunities to network and innovate within a challenging working environment.

Matching Summary

The Private Financial Advisor will provide financial advice, focusing on insurance and investment solutions.

Skills & Requirements

Must-have

  • FAIS accreditation
  • strong client engagement skills
  • financial planning acumen

Nice-to-have

  • digitally dexterous
  • client centricity
  • experience in cold calling

Key Requirements

  • FAIS accredited NQF Level 6 or higher
  • Minimum 3 years industry experience
  • Fit and Proper – not under supervision

Work Rights

Not specified

Tailored Resume

Cover Letter