Responsibilities: - Work with the companys book of clients to meet and review their portfolios, providing professional financial advice and offerings.
- Prospect and obtain new clients in the market to add to our extensive book.
- Provide financial products and services in a professional manner, building rapport and confidence with clients.
- Collaborate with various FSPs and internal departments to resolve concerns or queries effectively and efficiently.
- 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 products.
- 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 standards.
- Maintain accurate records and documentation.
- Stay updated on changes in financial laws and regulations.
- Prepare regular reports for management and clients
Requirements: - Minimum Matric with Tertiary Education in a Finance-related field (NQF5: Wealth Management/BCom) - Non-Negotiable!
- RE5 - Non-Negotiable!
- Relevant Class of Business in place
- Fit and Proper
- Minimum 3 years in a Financial Planning role
- Excellent command of Microsoft Excel or related software
- Experience in working with professionals and high-net-worth clients
- Previous book not a requirement
- Drivers License and Own Vehicle - Non-Negotiable!
Remuneration: R20 000 - R30 000
**Only shortlisted candidates will be contacted**
