Financial Advisor at Discovery Limited

About DFC Umhlanga

• DFC Westwood are inspired by the difference we make in the lives of our clients, being there for them when they need it most. We are looking for suitably experienced financial advisers who share our passion for service excellence to join our team & to build a career as a financial planner with Discovery.
• The individual will be responsible for growing a client base and will market all products across the entire Discovery group – Discovery Life, Discovery Invest, Discovery Health, Discovery Insure, Discovery Business Insurance and Discovery Bank. DFC Umhlanga are high performers, energetic and we have loads of fun doing what we do best. Our franchise is the oldest Discovery franchise in KZN.

Personal Attributes And Skills

• Strong Customer focus
• Networking skills
• Able to work autonomously.
• Strong Planning and organisational skills

Experience Required

• NQF 5 industry recognized qualification (minimum of 120 credits)
• RE 5 (preferrable but not essential)
• No previous financial planning experience necessary but will be beneficial.

Important Information About The Role

• Own vehicle essential
• Durban based either working from home (office allowance offered), Umhlanga & Kloof offices.
• Full product training & financial planning training offered.
• Ongoing support and assistance
• Be willing to be part of a team.
• Training allowance offered during first two months.
• Commission only & incentives paid on targets reached.