Job Description

Join a Leading Independent Financial Brokerage!
Our client is a distinguished independent financial brokerage, renowned for delivering exceptional and bespoke services to market professionals. With a legacy of over 30 years, their success is deeply rooted in the strong relationships and unparalleled professional service they offer to their clients.
Responsibilities:

• Work with the company's 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 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 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 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:

• Matric (Non-negotiable)
• Tertiary Education in Finance or related field (NQF5: Wealth Management / BCom)
• RE5 (Non-negotiable)
• Relevant Class of business
• Fit and Proper
• Minimum 3 years in Financial Planning
• Excellent MS Excel and related software experience
• Experience with working with professionals and high net-worth clients
• Driver's license & Own vehicle is MANDATORY

Remuneration: R30 000 - R40 000 + Commission**Only shortlisted candidates will be contacted**

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