Join The Perfect Team.

a) Financial Advisor

At 1.618 Advisory Services, we are particular about the talent and ability of the Financial Advisors that we handpick and attract to our business. However, unlike other brokerages, we are not about volume, but rather about culture and fit. We are a boutique financial services company, boasting a team of highly skilled Financial Advisors. We are looking to appoint skilled, qualified Financial Advisors who have a full qualification in place, 120 credits and regulatory exams done with at least 2 years of industry experience. As a side note, we have recruited Advisors who have doubled and even tripled their income by joining us. We offer our Financial Planners great resources to extend their business and a full needs-based financial planning approach to complete a holistic offering to our clients.
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b) Call Centre Booking Agent

At 1.618 Advisory Services, we are particular about the talent that we handpick and attract to our business. We are looking for a Booking Agent to join our Call Centre at our Head Office. The preferable candidate will have industry experience and training, Matric, and reliable transport. The ideal candidate would have Discovery knowledge, be able to achieve targets and work well under pressure.

• Appointment bookings (you book appointments for Financial Advisors.)
• The role of Diary Management (your panel.)
• New business
• Servicing
• CRM (Customer Relationship Management.)
• Computer Literate and Administration experience required.

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c) Senior Broker Assistant

At 1.618 Advisory Services, we are particular about the talent that we handpick and attract to our business. We are looking for a Senior Broker Assistant to join one of our branches. The preferable candidate will have industry experience, full qualifications and their own transport. Must have Discovery experience, come from a Brokerage, able to handle a panel of 6 Financial Advisors at a time.

• The role of Diary Management (your panel.)
• New business.
• Servicing.
• CRM (Customer Relationship Management.)
• Managing the Vitality process of your Brokers clients.
• Marketing Campaigns (driving new business generation.)

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