with the financial advisor regularly updating the client’s service.
Pros and cons
“The pros are that, if you are prepared to work hard, any dream can be achieved. Altering people’s lives positively, if you are doing what you should be doing as a financial advisor, is a huge personal reward,” beams Noël.
The one and only con Noël can think of is that you must be prepared to be a hard worker.
Required studies and experience
There are various routes that you can take when you decide to make this job a career. An ILPA-diploma degree is one of the routes you can take, as well as a BCom, specialising in Investment Management, Finance and Marketing.
According to Noël, the personality type needed for this career is to be an outgoing, people’s person, structured and empathetic.
An average day
Noël’s day starts at 06:00, when he opens up the offices. He is always booked six to eight weeks in advance, due to referrals. His morning involves preparing for his 09:30 appointment, which can take up to 3 hours. He goes back to the office after his appointment and does a follow-up investigation on the client’s portfolio. At 13:30, Noël has his second appointment for the day. He usually returns to the office at 16:30 to do a follow-up investigation on this client’s portfolio, as well.
The best thing about the job
The best thing about the job, according to Noël, is helping people. “I love altering people’s lives into the future,” smiles Noël.
The worst thing about the job
Noël really loves his job and this is clear when he says, “I don’t have a worst thing.”
“Whatsoever a man soweth, that shall he also reap.” – Think and Grow Rich! by Napoleon Hill
Published By: Marli Merz & Matters