Financial Advisor

Recruiter:

Carlysle Human Capital

Job Ref:

GTG001456/NB

Date posted:

Monday, July 15, 2024

Location:

Johannesburg, South Africa

Salary:

180000 Annually

SUMMARY:

Exciting Opportunity for Experienced Financial Planners in Bedfordview, Gauteng!

Are you a dynamic and experienced financial planner looking to join a leading Independent Financial Brokerage? We have an amazing opportunity for you with a competitive basic salary and a lucrative commission structure.

POSITION INFO:

About Us:

Our client is a prestigious Independent Financial Brokerage providing exceptional and unique services to professionals in the market for over 30 years. Their success is built on strong relationships and professional service.

What You’ll Do:

Client Management: Work with a company book of clients to review portfolios, provide professional financial advice, and offer tailored financial products and services.
Client Acquisition: Prospect and obtain new clients to expand the already extensive client book.
Financial Planning: Develop comprehensive financial plans, advise on investment strategies, retirement planning, estate planning, and tax optimization.
Risk Management: Assess clients’ risk tolerance and recommend appropriate strategies.
Client Communication: Maintain ongoing communication with clients and internal departments, resolving concerns efficiently.
Regulatory Compliance: Ensure compliance with industry regulations and ethical standards, staying updated on changes in financial laws and regulations.

Key Responsibilities:

Provide professional financial advice and offerings.
Network with professionals, attend industry events, and participate in marketing initiatives.
Identify opportunities for cross-selling and upselling financial services.
Maintain accurate records and documentation.
Prepare regular reports for management and clients.

Requirements:

Minimum Matric with Tertiary Education in Finance related field (NQF5: Wealth Management/ Bcom) - Non-Negotiable!
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 clients
Previous Book not a requirement
Driver’s License and Own Vehicle - Non-Negotiable

Why Join Us?

Work with a reputable company with a proven track record of success.
Enjoy a supportive and professional work environment.
Take advantage of a basic salary offering and a lucrative commission structure.

Ready to Elevate Your Career?

Apply now and become a part of a team that values professionalism, growth, and client satisfaction. This is your chance to make a significant impact in the financial planning industry.

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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