Commissioned Financial Adviser

Responsibilities

• Championing our valued customers to achieve their lifetime goals
• Identifying financial needs
• Providing financial advice
• Recommending and implementing financial plans

Requirements

• NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)

Soft Skills

• customer advocacy
• financial advising
• needs assessment
• financial planning

Certifications & Qualifications

• NQF Level 5
• Higher Certificate
• Advance Certificate
• Occupational Certificate