Job Description

SUMMARY:
A financial brokerage company is seeking a 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!POSITION INFO:
Responsibilities:

• Work 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 it's already extensive book
• Provide 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 clients
• Develop comprehensive financial plans tailored to individual client
• 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 Products
• 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 standards
• Maintain accurate records and documentation
• Stay updated on changes in financial laws and regulations
• Prepare regular reports for management and clients

Requirements

• Minimum Matric with Tertiary Education in

related field Non-Negotiable! (NQF5: Wealth Management/ ) * RE5 Non-Negotiable

• Relevant Class of Business's in place
• Fit and Proper
• Minimum 3 Years in

Role * Excellent command of Microsoft Excel or related software

• Experience in working with Professionals and High Net worth clients
• Previous Book not a requirement
• Drivers License and Own Vehicle non-negotiable

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