Financial Advisor/Paraplanner – Kloof, Durban

Our client in the financial services (wealth management) industry is looking for a dynamic Financial Advisor to join their well respected team in Kloof.  The successful candidate will begin their journey as a senior Paraplanner for a 1-year period to then move onto the Financial Planner role.

Requirements:

  • Matric and degree and Post Graduate Diploma in Financial Planning
  • At least 3 – 5 years’ experience in the Financial Planning industry
  • Thorough understanding of current FICA / FAIS legislation
  • Working knowledge of legislation relating to investments, retirement planning and estate planning
  • Strong analysis skills to facilitate the identification of needs and the matching of appropriate solutions
  • Remain up to date with legislation and new products and compliance in these areas
  • A track record of sales / negotiation skills and the ability able to develop and maintain a network of clients and prospective clients
  • Sound computer skills (Excel, Word, Email, Financial Planning software (e.g. Xplan))
  •  Own car essential

Salary will be market related and based on experience.

To apply, email your cv to mandy@dixierecruitment.co.za

We will be in contact with shortlisted candidates who meet the requirements detailed above. If you have not received a reply within 2 weeks, please consider your application unsuccessful.

We will be in contact with shortlisted candidates who meet the requirements detailed above. If you have not received a reply within 2 weeks, please consider your application unsuccessful.

By applying, you confirm that:

  • We may retain your personal information in our database for future matching of suitable opportunities
  • We may contact you when suitable opportunities arise
  • The information you have provided to us is true, correct and up to date

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