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Execute and negotiate follow through of implementation vehicles including insurance, investments, estate planning, tax solution, business assurance and other tasks quoted to client.
Recommend risk and investment solutions that are suitable for clients based on their objectives, resources, time horizon, risk profile and preferences.
Work with your manager and mentor to build your financial planning practice by effective methods and strategies.
Acquire clients actively via telephone, mail, referrals, and networking events.
Maintain proper documentation following pre-set guidelines established by compliance and management.
Comply with all industry rules and regulations and remain future fit.
To apply immediately for this position click here:
www.unique.co.za/candidate_registration_1.aspx?JobID=73065&referrer=Unique
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