Bedfordview, Gauteng – Seeking dynamic and experienced professional financial planners to join a leading Independent Financial Brokerage. With a basic salary offering and lucrative commission structure, this is an exciting opportunity for success!

Requirements:

• Minimum Matric with Tertiary Education in Finance Related field Non-Negotiable! (NQF5: Wealth Management/ BCom)
• RE5 Non-Negotiable
• Relevant Class of Business’s in place
• Fit and Proper
• Minimum 3 Years in Financial Planning Role
• Excellent command of Microsoft Excel or related software
• Experience in working with Professionals and High Net worth
• Previous Book not a requirement
• Driver’s License and Own Vehicle non-negotiable

Responsibilities:

• Work with company book of clients to meet and review their portfolio providing professional financial advice and
• Prospect and obtain new clients in the market to add to its already extensive book
• Provide financial products and services in a professional manner, building rapport and confidence with the
• Work with various FSP’s and internal departments and communicate effectively and efficiently in resolving concerns or
• Maintain ongoing communication with clients
• Develop comprehensive financial plans tailored to individual clients
• Provide advice on investment strategies, retirement planning, estate planning, and tax optimization
• Stay informed about market trends and economic developments
• Assess clients’ risk tolerance and recommend appropriate risk management strategies
• Provide advice on Investment and Risk
• Identify opportunities for cross-selling and upselling financial services
• Network with professionals, attend industry events, and participate in marketing initiatives
• Ensure compliance with industry regulations and ethical
• Maintain accurate records and
• Stay updated on changes in financial laws and
• Prepare regular reports for management and clients

A Consultant will be in touch if you are shortlisted for the position. Please consider your application unsuccessful should you not have been contacted within 2 weeks. We will keep your CV on our database and contact you should you match the criteria of any other vacancies.