Job Description

Main job functionBedfordview, 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!As an independent Financial Brokerage, our client provides exceptional and unique services to professionals within the market. Their success has been built on the relationships and professional service it has provided its clients for over 30 years.ResponsibilitiesWork with company book of clients to meet and review their portfolio providing professional financial advice and offerings.Prospect and obtain new clients in the market to add to its already extensive bookProvide financial products and services in a professional manner, building rapport and confidence in the clients.Work with various FSP's and internal departments and communicate effectively and efficiently in resolving concerns or queries.Maintain ongoing communication with clientsDevelop comprehensive financial plans tailored to individual clientProvide advice on investment strategies, retirement planning, estate planning, and tax optimizationStay informed about market trends and economic developmentsAssess clients risk tolerance and recommend appropriate risk management strategiesProvide advice on Investment and Risk Products.Identify opportunities for cross-selling and upselling financial servicesNetwork with professionals, attend industry events, and participate in marketing initiativesEnsure 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.RequirementsMinimum Matric with Tertiary Education in Finance related field Non-Negotiable! (NQF5: Wealth Management/ BCom)RE5 Non-NegotiableRelevant Class of Business's in placeFit and ProperMinimum 3 Years in Financial Planning RoleExcellent command of Microsoft Excel or related softwareExperience in working with Professionals and High Net worth clients.Previous Book not a requirementDrivers License and Own Vehicle non-negotiableA 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

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