Financial Advisor

Financial Advisor
Company:

Quantum Asset Management (Pty) Ltd


Financial Advisor

Details of the offer

Financial Advisor career opportunity QUANTUM ASSET MANAGEMENT (PTY) LTD Quantum Asset Management is an authorised Category I & II Financial Services Provider that offers a range of investment solutions to meet each clients unique risk and return objectives for wealth and retirement planning . This opportunity offers an exciting career within the financial services industry for an entrepreneurial individual who has client interests at heart. You need to have the ability to service clients competently and professionally in order to build sustainable long-term relationships. Although Quantum offers both risk and investment advice, our primary aim is investment advice and intermediary services. Please refer to our website for further details: www.quantumam.co.za Taking care of clients is our top priority at Quantum. Our Financial Planners are required to conduct comprehensive financial needs analyses, providing sound financial advice and developing appropriate solutions to meet clients specific needs and financial goals through our in-house advice protocol. Our remuneration structure is fee based and vary from 70% - 90% advisor sharing, with additional performance and production bonuses. This offer is aimed at ambitious individuals who prefer working within a smaller niche financial services company and who wants to specialise in investment advice. A relevant graduate qualification. CFPs will have preference; Completed Regulatory Examinations (As a minimum RE5); Preferably 3 or more years experience in Financial Services as an advisor; An existing loyal client base will support your application; Client orientated with good interpersonal and communication skills; Must be performance driven and business orientated; Computer literate (experience with AtWork an advantage); Marketing and Networking Skills; Valid driver's licence with reliable vehicle; Must be a Fit and Proper person in terms of FAIS; and No criminal record.


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