Financial Advisers Durban

Looking for accredited financial advisors .
Professionalism
integrity and a customer-centric approach.
Be a champion to our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
Duties & Responsibilities
Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financial futures and protection of assets and estate.
Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.
Providing relevant and appropriate financial advice, hinges on a complete understanding of the customer’s personal and financial circumstances – and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.
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Requirements
• Matric or equivalent qualification
• A clear criminal record
• A clear credit record
• Valid Driver's License
• Access to a vehicle for work purpose
• Minimum of 2 - 5 years of relevant work experience
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