Location : Johannesburg, Gauteng
Company : Morebo Group
We’re on the hunt for both Aspiring and Experienced Financial Planners!
If you’re driven by a passion for financial wellness and enjoy helping others make smart decisions to enhance their lifestyles and build wealth, then this opportunity is tailor-made for you.
Step into a team of accomplished Financial Planners and take advantage of industry-leading training, a robust mentorship program, and ongoing support designed to help you not just succeed but thrive. Join us and grow your career in a field where your expertise can make a real difference.
Duties and Responsibilities
What You’ll Do:
- Provide Expert Financial Guidance : Deliver sound, all-encompassing financial advice to help clients navigate their financial paths.
- Empower and Educate : Collaborate with clients, empowering them to understand their financial situations and make informed decisions that align with their short, medium, and long-term goals.
- Customize Financial Plans : Meet with clients to create tailored financial strategies, including budgeting, income management, insurance coverage, retirement planning, tax strategies, investment planning, and estate management.
- Monitor and Adjust Plans : Regularly review and analyze clients’ financial data to ensure they’re on track to meet their goals and adjust in response to life changes or economic shifts.
- Build Lasting Relationships : Develop and maintain strong relationships with existing clients, ensuring their financial objectives are met while cultivating trust and loyalty.
- Innovate for Client Success : Identify and engage new clients, offering innovative solutions to enhance their financial well-being.
Competencies:
- Driven & Entrepreneurial
- Network oriented & client-centred
- Organised & Efficient
- Discretion and Confidentiality
- Customer-Focused
What You’ll Need:
- Matric is essential; a Bachelor’s degree is preferable
- Own vehicle
- Valid driver’s license
- Tech Savvy: must have your own laptop and be proficient in using computers and adapting to new systems.
- Clear credit history and no criminal record.
Renumeration:
Performance-Based Stipend
Join Us Now!!
Be part of a team that’s making a difference in people’s financial lives. Apply today and start a career where your impact truly matters!
Email your CV and supporting documentation to
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