– Utilisation of Multiple Resources internally as well as from most major Financial Service Providers.
First Consult Group views financial planners associated with the business as relationship managers who look after the needs of clients in a holistic manner with honesty, integrity and accountability being the cornerstone of every professional relationship. We welcome and embrace diversity.
They provide clients with professional advice on financial matters, making recommendations on ways to best utilise their money for identified needs. The role involves advising clients on their needs, recommending products and services available, ensuring that they are aware of and understand those that best meet their needs, securing a sale, and then ensure regular intervals of interaction to monitor their circumstances so as to adapt the initial plan appropriately.
In order to give financial advice, prospective First Consult Group advisors should ideally have a professional qualification.
Initially, A minimum of matric is required (A Degree in finance or law is preferred), no criminal or adverse civil findings as well as a valid driver’s licence.
A prospective First Consult Group financial advisor will partake in intensive and extensive corporate training both internally as well as from the chosen corporate partner.