Financial Administrative Specialist managing advanced financial studies and analyses to optimize workflows. Joining Sicredi, Brazil's first cooperative financial institution with over 9.5 million members.
About the role
- Financial Planner role advising clients on financial products and planning. Focused on building relationships with existing and new clients in South Africa.
Responsibilities
- Provide new and existing clients with professional and relevant financial advice
- Undertake the procurement of sustainable business of high quality
- Maintain and service clients as part of a long-term relationship
- Ensure all client interactions are compliant and ethical
- Conduct comprehensive fact finding with each client
- Review client’s portfolio annually
Requirements
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements
- Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months
Benefits
- Professional development opportunities
- Continuous learning in knowledge, skills, and market industry issues
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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