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- Tasks: Help clients achieve their financial goals with tailored plans and expert advice.
- Company: Join a dynamic team in South Africa's thriving financial sector.
- Benefits: Enjoy ongoing training, mentorship, and the potential for multiple income streams.
- Why this job: Make a real impact on clients' lives while growing your career in a supportive environment.
- Qualifications: A diploma or degree is a plus; strong networking skills and integrity are essential.
- Other info: No experience needed; we provide all the training you need to succeed!
The predicted salary is between 36000 - 60000 £ per year.
Location: Bryanston/Westville
Type: Permanent, Full Time
Published: 4 hours ago
Salary: Market Related
EE/AA, Non EE/AA
Benefits of being a Professional Advisor:
- High demand for financial planning services due to a growing middle class.
- Opportunities for specialization in areas such as retirement, estate, or tax planning.
- Access to diverse investment options in South Africa's well-developed financial sector.
- Potential for a lucrative career as experience and client base grow.
- Fulfilling work that helps clients achieve their financial goals.
Duties & Responsibilities:
- Work directly with clients to understand their financial goals and create customized plans.
- Educate clients on personal finance, explaining complex concepts simply.
- Create and monitor personalized financial plans, adjusting as necessary.
- Recommend financial solutions based on clients' goals.
- Maintain client confidentiality and trust.
- Build long-term relationships with clients.
- Address client complaints and provide solutions.
- Stay updated on financial products and regulations.
- Market services to attract new clients.
Minimum Requirements:
- Diploma/Degree of Higher Qualification (Advantageous)
- Clear Credit and Criminal check
- Valid Driver's License
- Own Reliable Car
- Own Laptop
- Strong Networking and Social Skills
- Professional Attire and Presentation Skills
- Strong Business Acumen and Organizational Skills
- Integrity and Honesty
- Strong Emotional Intelligence
Package & Remuneration:
Market Related - Discussed at First Interview
Our Value Proposition:
- Welcoming individuals without prior industry experience.
- Opportunity for multiple income streams from client services.
- Ongoing training and mentorship with access to product specialists.
- Entrepreneurial environment with competitive commission structures.
- Supportive boutique environment to thrive and grow your business.
Contact Detail:
EQ-FIN Bryanston Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Professional Solutions Expert - No Experience Needed and Training Provided!! Market Related
✨Tip Number 1
Network like a pro! Attend local financial workshops or seminars to meet industry professionals and potential clients. Building relationships in the financial sector can open doors for you.
✨Tip Number 2
Familiarise yourself with financial products and services. Even though training is provided, having a basic understanding of investment options and financial planning will help you stand out during interviews.
✨Tip Number 3
Showcase your emotional intelligence. In this role, you'll be working closely with clients, so demonstrating your ability to empathise and communicate effectively can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your approach to client relationships. Think about how you would build trust and maintain confidentiality, as these are crucial aspects of the role that employers will want to hear about.
We think you need these skills to ace Professional Solutions Expert - No Experience Needed and Training Provided!! Market Related
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Professional Solutions Expert. Familiarise yourself with financial planning concepts and how they can help clients achieve their goals.
Tailor Your CV: Highlight any relevant skills or experiences that demonstrate your ability to work with clients, even if they are not directly related to finance. Emphasise your strong networking and social skills, as well as your integrity and emotional intelligence.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and your willingness to learn. Mention your interest in financial planning and how you can contribute to helping clients achieve their financial goals.
Prepare for Interviews: If selected for an interview, be ready to discuss your understanding of financial planning and how you would approach client relationships. Prepare examples of how you've successfully built relationships in the past, even outside of a professional context.
How to prepare for a job interview at EQ-FIN Bryanston
✨Understand the Role
Before the interview, make sure you have a clear understanding of what a Professional Solutions Expert does. Familiarise yourself with financial planning concepts and be ready to discuss how you can help clients achieve their financial goals.
✨Showcase Your Soft Skills
Since this role requires strong networking and emotional intelligence, prepare examples that demonstrate your interpersonal skills. Think about times when you've successfully built relationships or resolved conflicts.
✨Dress Professionally
First impressions matter! Ensure you dress in professional attire that reflects the seriousness of the role. This shows that you respect the opportunity and are serious about your potential career in financial services.
✨Ask Insightful Questions
Prepare thoughtful questions to ask during the interview. Inquire about the training process, mentorship opportunities, and how success is measured in the role. This shows your enthusiasm and commitment to growing within the company.
