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.