Shape South Africa's financial future with Us! Are you a talented professional eager to make a lasting impact? We’re on the lookout for visionary Financial Planners who are driven to empower clients, inspire financial confidence, and help shape a bright future.
Duties & Responsibilities
Client Consultation & Assessment: Meet with clients to understand their financial objectives and current situations.
Financial Planning: Develop personalized financial strategies to meet clients’ unique needs, including retirement planning, investment management, tax planning, and risk management.
Investment Advice: Guide clients on investment opportunities based on risk tolerance, objectives, and market trends.
Ongoing Relationship Management: Build and maintain long-term relationships with clients, conducting regular reviews to adjust strategies as life and market conditions change.
Compliance and Ethical Standards: Adhere to regulatory and ethical standards to ensure trust and transparency.
Continuous Development: Stay updated on financial products, industry trends, and regulatory changes.
Desired Experience & Qualification
Qualifications: Matric certificate and a degree in finance, economics, or related field. Driver's license and own vehicle essential.
Client-Centric Mindset: Strong dedication to putting clients’ needs first, with excellent interpersonal and communication skills.
Analytical Skills: Ability to analyze financial data and develop strategic solutions for clients.
Proactive & Self-Motivated: Goal-driven with a passion for achieving success in a highly competitive industry.
Ethical and Professional: High integrity and commitment to upholding industry standards.
Package & Remuneration
R 10000.00 startup stipend (new to industry advisers only).
In addition, you will earn 70% uncapped commission .
Company benefits include medical aid and provident fund.
Training and development opportunities provided.
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