Opportunity
Giraffe logo picture - 901

Financial Advisor in Paarl

Metropolitan is one of the oldest financial services brands in South Africa. With a 116 year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa’s people through affordable financial solutions that create financial growth and security. www.metropolitan.co.za NB - please complete your voice clip recording at the end of this application

Role Description
  • Conduct needs analysis to understand and enhance client’s financial wellness
  • Create financial plans for clients that address their financial wellness needs
  • Offer solutions (products) to clients to address their financial wellness needs
  • You will spend a fair amount of time travelling to clients
  • You will perform an end to end function which include client analysis, financial wellness analysis, diary management and administration
  • Understand and adapt approach to meet the needs of the client


Benefits

  • Medical Aid
  • Pension
  • Training

Work Hours
  • Monday - Friday: 8:00am to 5:00pm

Salary
Basic + Commission

Copyright © 2019 Giraffe