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  • Posted: Mar 2, 2020
    Deadline: Not specified
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    Spartan is a 35 year old finance company - that only serves Small & Mid-sized businesses by providing: ... Growth Finance [projects and contracts] ... Asset Finance [equipment/machinery/technology/software/office fit-outs] ... Working Capital Finance [bridging finance or re-financing] And if your business sells equipment/machinery/technology/softw...
    Read more about this company

     

    Financial Advisor/Planner

    Job Description

    As financial planner, you will analyse personal asset and liability statements of entrepreneurs and to a degree the financial statements of multiple SMEs in South Africa across various industry sectors with the aim of writing up the life insurance application.

    The candidate will be expected to:

    • Engage and interview the entrepreneurs
    • Prepare records of advice 
    • Use inhouse and external rating tools to supplement analysis and applications
    • Prepare multiple quotes based on assessment and input of the credit analysis team
    • Ensure the applications are approved by the legal and compliance team
    • Mine our database to exploit new life assurance opportunities
    • Promote and reinforce the role of Spartan as the financier to SMEs, constantly improving relationships with entrepreneurs.

     Required Qualifications

    • Degree in Commerce
    • RE 5 qualification

     Required Disposition

    • A keen interest in SMEs, impact investing and socio-economic growth
    • Someone who wants to contribute to South Africa

      Desired Skills and Experience

    • Preferably 3 years’ relevant work experience in financial planning
    • Ability to take initiative, learn quickly and strive for results
    • Excellent communication skills (verbal and written)
    • Strong team player
    • Analytical mind, organized, attention to details
    • Project management skills
    • Techno savvy 

    Application Requirements:

    • CV
    • Motivation Letter

    Method of Application

    Interested and qualified? Go to Spartan on spartan.recruiterbox.com to apply

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