Financial Adviser

Financial Adviser at Stone bridge needed

Financial Adviser -(PTA/JHB)
 Location: Centurion
 Full Time
 Market Related

Stonebridge Wealth Management is a leading wealth managment firm located in Centurion, Pretoria.

The firm is looking to appoint an individual to join the team in January 2018.

The successful applicant will be granted extensive training for the position and offered the opportunity to follow one of two defined carreer paths.

The position will involve performing the following core functions to our clients: cash flow planning, retirement planning, investment management, insurance planning, estate planning and tax planning, these are a few key areas that a competent financial advisor can help clients with. A deep analytical ability across all of these areas is important.

A Financial Adviser thus provides clients with specialist advice on how to manage their finances. The role involves researching the marketplace and recommending the most appropriate financial services available, ensuring clients are aware of and understand the financial services that best meet their needs.

Candidate requirements:

A passion for financial planning, wealth management and finance
A deep analytical ability
Professional salesmanship
Professional appearance and finesse
Excellent communication skills
Basic requirements:

Matric/Grade 12
Teritary qualification beneficial
Own car
Valid drivers licence
Clean credit record
Clean criminal record

Training and mentorship

If your application is successful you will be invited to a first round interview.

 Should you not receive a response within 2 weeks consider your application unsuccessful.

Copy and paste the link to apply online: