Start your own professional financial planning practice under the prestigious Standard Bank group brand. Key Activities: Provide an advice-based approach to financial solutions Network and prospect to source clients. Set up and attend client meetings. Provide financial planning and investment advisory services. Present investment strategies. Develop and execute retirement plans. Implement risk management and tax planning strategies. Coordinate estate planning. Manage client relationships. Identify and cultivate new clients. Develop and grow a book of business. Requirements : You should be an entrepreneurial individual with a business oriented mind-set, an effective communicator, analytical, meticulous, and customer-oriented who will meet or exceed established sales goals, while meeting individual client needs and complying with pertinent policies and regulations. You will need to have ambition, drive and perseverance. Matric is an entry level requirement but a tertiary qualification is preferred Clear credit record Clear criminal record Drivers Licence (compulsory) Full Access to a Vehicle (compulsory) Laptop and good computer literacy Academic ability and willingness to study further This is a fantastic opportunity that offers career growth and further study, that is also financially rewarding.
