Website Quattro Finance Group
All your needs, one partner
Understanding, educating, advising, and strategizing with our clients to co-create a strategic plan that mitigates the business and personal risks of our clients and helps them describe and attain their financial goals. We partner with our clients to understand what risks keep them up at night and get to hear their dreams and financial vision. Together we craft a strategy and create a prudent financial structure, so the strategy flows efficiently. We advise on and select a solution that serves as the vehicle that transports the client to their objectives. This vehicle may vary from an offshore share portfolio to a risk mitigation strategy for an organization. At Quattro, we see financial advice as a journey with our clients through their life cycles. This means we walk together, always keeping an eye on the relevance of our financial advice, structures, and solutions.
Qualifications and Experience
There are two career routes at Quattro. The first route requires a minimum grade 12 qualification where Quattro takes on the role of trainer, educator, and supervisor until you are a fully qualified financial advisor and can advise clients without supervision. This route does not require industry-specific experience.
The second route requires an NQF level 5 qualification with financial advice experience. This usually means you are from within the financial services industry and may immediately work unsupervised within the Quattro Finance Group.
Skills and Competencies
The financial advice arena rewards those who are skilled at the human connection at all levels and have a solid network of influence. Diligence, discipline, and steady repetition of doing the “right” things results in success.
Compensation and Benefits
Quattro has rich remuneration structures which vary depending on whether you want to work off our independent license, offering a varied range of solutions from all major providers, or if you would prefer to specifically offer the Momentum range of products.
Equal Employment Opportunity Statement
At Quattro, we pride ourselves in selecting brilliant, different, and unique individuals and celebrate their mind-blowing success. Quattro is proud to be an equal-opportunity workplace.