Financial Planner - presently in industry

Overview

Thank you for electing to apply for a Financial Planner position at Ubuntu Capital.

As you are currently a financial planner we assume that you already adhere to the fit and proper requirements in terms of the FAIS Act.

What we require of you

Your date of first appointment (DOFA) as a financial planner/advisor

Qualifications

• Passed or currently studying for your RE5
• Tertiary qualification such as a B.Comm is highly advantageous.
• Advanced Financial Planning qualifications (eg: CFP) are highly advantageous.

Behavioural Competencies

• Strong work ethic
• Excellent verbal and written communication skills
• Articulate with confident presentation skills
• Excellent and proven selling ability
• Strong client service orientation
• Attentive to detail and accurate
• Organised with effective time management skills
• Proactive – use initi...