Lawyers & Accountants As Financial Planners Permanent

4679344 Legal 20 Sep 2020
myRecruit Durban
Market related
Detail Information
Job Summary
Position for Lawyers & Accountants As Financial Planners
Job Description
Lawyers & Accountants as Financial Planners


Join an elite group of Lawyers, Accountants and other professionals who have chosen a lucrative career path specialising in Financial Planning.
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Law | Legal | Accounting | Financial Planning
Job description.
• Sourcing and meeting potential clients.
• Establishing their financial needs and goals.
• Developing professional Financial Needs Analysis.
• Recommending suitable insurance and investment solutions.
• Ongoing reviews and servicing of your clients.

Minimum requirements for this position:
• Own Vehicle
• Cell Phone and Laptop
• Matric /Gr 12
• B. Com, LLB or Financial Industry related qualifications (preferable)
• RE 5 qualification (preferable)
• Networking skills are a must
• Professional appearance
• No Criminal record and clean ITC listing

• Training provided
• Professional infrastructure nationwide.
• Leads available (candidate must also be able to generate own leads)
• Flexible hours
• Corporate benefits
• Production rewards and bonuses.
• Uncapped earning potential.
• Career growth opportunities.

Successful candidates will be contacted for interviews.

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Key Skills / Requirements
Please refer to description