Stonebridge HR Solutions
A Career Worth Having – Become a PROFESSIONAL
Financial planning is part and parcel of achieving financial goals. Our Financial Planners conduct a thorough financial needs analysis of your personal finance to determine your requirements – whether a first time investor or a more experienced one.
We help people and businesses by guiding them with sound financial advice. We provide a platform for our advisors to achieve a Post Graduate Qualification so that we can become the most knowledgable and best in the industry. We will help you step by step.
- Independance in a solid infrustructure – What we do WORKS!
- Be part of the largest Independant Franchise in South Africa
- The BEST mentorship program available
- HUGE growth opportunities
- There is a reason we attract the best
- Culture is KING at Kainos – Driven, respectful and fun filled
- We give back at Kainos – Our people, our Community and our People STAY
- God, Family and then Business
- Great footprint, same professionalism
- Where Financial Planners become Practice Builders
- Liberty National competition WINNERS
- Pioneering and FRESH
- Technology Savvy
Are you looking for a fresh start at a great company?
Contact us now!!
Duties & Responsibilities
Some roles include but not limited to:
- Contacting clients and setting up meetings, either within an office environment or in clients’ homes or business premises
- Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims
- Analysing information and preparing plans best suited to individual clients’ requirements
- Completing risk analyses
- Researching the marketplace and providing clients with information on new and existing products and services
- Designing and implementing financial strategies
- Assisting clients to make informed financial decisions
- Researching information from various sources, including providers of financial products
- Reviewing and responding to clients changing needs and financial circumstances
Minimum Qualification & Criteria
- Matric (Minimum)
- B.Com Degree (Advantageous)
- Operational Smart Phone
Only short listed candidates will be contacted
Where we are on the Map
- Block 3, Elevation Gardens, Waterfall Park, Bekker Road, Midrand
- 81 Regency Drive, Route 21 Corporate Park, Centurion
- Unit 7 Pro Park, Bendor Drive, Polokwane