Skills Required

Financial planning is a people business. If you want to make this your career, a lively interest in financial products, markets, competitive products and services is essential. But to become a skilled – and ultimately successful – financial adviser, your qualities as a person are vital to your success.

 

You need:

• an entrepreneurial orientation
• initiative
• organisational skills
• interpersonal skills
• self-discipline
• honesty, integrity and ethics
• self-confidence
• to be service-orientated
• to be performance driven
• sales skills
• the ability to build relationships

• communication skills

Because of the challenging skills requirements mentioned above, we take every appointment very seriously. Hence our lengthy but thorough selection process:

• A pre-screening questionnaire

• An initial interview of 1 hour

• A panel interview of 1 hour 

• A psychometric assessment of 4 hours

If you have the skills we need and you think you could find job satisfaction as a financial adviser, you’re the one we’re looking for!