Financial Advisor
1 week ago
Join Us. Be Part of Our Vision.
At PAFA Financial Advisory, we don’t just work - we come together with unwavering energy and enthusiasm, driven by our commitment to delivering innovative financial solutions to our clients. Our culture thrives on a balance that fosters inclusivity, rewards dedication, and encourages continual growth.
Who We Are Seeking.
We're on the lookout for passionate managers and advisers who share our vision and exhibit innovation in their approach. Your dedication to upholding high standards and core values will align perfectly with our beliefs. We embrace challenges and firmly believe that every individual has the opportunity to shine and grow with our organisation.
Why Choose Us?
We're more than just a company; we're a team that loves what we do. Our core values form the bedrock of how we conduct business, engage with stakeholders, and build enduring relationships with our clients. At PAFA, we provide a flexible, technology-driven, and autonomous work environment, enabling our team members to achieve their career aspirations.
**Responsibilities**:
Assess clients’ financial situations by conducting thorough financial needs analysis.
Provide strategic financial planning and investment advice to help clients achieve their financial goals.
Develop and maintain long-term relationships with clients through exceptional service and regular reviews.
Stay abreast of new industry developments, financial products, and market trends.
Educate potential clients and expand client base.
Ensure compliance with all industry rules and regulations.
**Benefits**:
Competitive commission structure with high earning potential.
Comprehensive training programs and mentorship towards prestigious industry milestones like MDRT, COT, and TOT.
Flexible work schedule and autonomy to build your own business strategy.
Supportive management and a collaborative team environment.
Opportunities for career progression and personal development.
**Requirements**:
Minimum diploma or equivalent; degree holders in any field.
Excellent communication and interpersonal skills.
Self-motivated, driven, and possess a strong work ethic.
Previous experience in financial services is advantageous but not required.
CMFAS certifications M5, M9, M9A, and HI is desirable.
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