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  • Posted: Jun 21, 2017
    Deadline: Not specified
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    Roundpeg is led by a single overarching obsession - to help our clients, candidates and people reach their highest potential. Experience has taught us that the clients and candidates who choose to engage with us and the people who make up our recruitment team share the following characteristics. We can’t help it - it’s how we’re made!
    Read more about this company

     

    Distribution Specialist

    Job description

    Are you looking for a new opportunity within the Investment, Financial Planning space?
    Our client is on the hunt for an entrepreneur who has the ability to build strong relationships with financial planning practices.

    Customer service orientation along with strong business development skills will be essential for this role.

    Some key areas you will be involved in

    • Develop a strategic plan to enhance clients experience and drive sales
    • Drive marketing initiatives and campaigns
    • Promote and distribute the firms share portfolios

    Requirements

    • Bachelor of Commerce degree
    • CFP Qualification
    • IFA Distribution experience
    • Min 5 years' within financial planning environment
    • Proven Track record in a similar role

    Post Qualification Experience 5 years

    Method of Application

    A more comprehensive job description will be available upon application, alternatively please call Deborah for more information - 011 215 8373

    Please note If you have not been contacted within 2 weeks, please consider your application unsuccessful.

    Interested and qualified? Go to Roundpeg Talent on www.linkedin.com to apply

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