Stonebridge HR Solutions: Financial Advisor

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.

About KAINOS:

  • 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
  • GREEN

 

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)
  • Laptop
  • Vehicle
  • Operational Smart Phone

Remuneration

Market Related

Only short listed candidates will be contacted

Where we are on the Map

Midrand:

  • Block 3, Elevation Gardens, Waterfall Park, Bekker Road, Midrand

 

Centurion:

  • 81 Regency Drive, Route 21 Corporate Park, Centurion

 

Polokwane:

  • Unit 7 Pro Park, Bendor Drive, Polokwane


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