Salaried Financial Advisor

Recruiter:

Fouche & Co Recruitment

Job Ref:

DBN000278/JC

Date posted:

Tuesday, September 3, 2024

Location:

Johannesburg, South Africa

Salary:

30 000 Monthly

SUMMARY:
Bedfordview, Gauteng - Are you a dynamic and experienced financial planner? Join a leading Independent Financial Brokerage and take your career to new heights! Our client offers a competitive basic salary and a lucrative commission structure, providing you with an exceptional opportunity for success.

POSITION INFO:

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**

Similar jobs you might be interested in:

Salaried Financial Advisor
Location: Johannesburg
Salary: 30 000 Monthly
Bedfordview, Gauteng - Are you a dynamic and experienced financial planner? Join a leading Independent financial Brokerage and take your career to new heights! Our client offers a competitive basic salary and a lucrative commission structure, providing you with an exceptional opportunity for success.
13 days ago

Payroll Supervisor
Location: Johannesburg
Salary: Monthly
Well known global organisation requires a Payroll Supervisor to be based at the Knights, Germiston Branch. SAGE 300 experience is essential
17 days ago

Plant Manager
Location: Pretoria
Salary:
34 days ago

Financial Controller - 3 - 6 months to perm - Manufacturing - East Rand
Location: Johannesburg
Salary: R1.5 mill pa
Interim financial Controller - 3 - 6 months - Manufacturing - East Rand - Must be immediately available
7 days ago

Junior Legal Advisor - Johannesburg
Location: Johannesburg
Salary: Monthly
Our client an authorized financial services provider, based in Johannesburg is looking to employ a Junior Legal advisor (Afrikaans speaking) A prestigious opportunity in a dynamic environment awaits.
Today

Head of Corporate Actuarial
Location: Johannesburg
Salary: Monthly
We are recruiting for the position of a HEAD OF CORPORATE ACTUARIAL to join a leading insurance company, that specialises in offering of insurance products for employees across many industries, assisting with COID cover, occupational injuries cover, funeral cover and more. Reporting to the Executive Actuary, the Head of Corporate Actuarial will be responsible for overseeing a team of actuaria...
3 days ago

Business Manager
Location: Johannesburg
Salary: Market related
Responsible for the execution of all executive assistance and general business management duties.
4 days ago

Executive Office Business Manager - (PERMANENT)
Location: Johannesburg
Salary:
5 days ago

Business Manager
Location: Johannesburg
Salary: Monthly
PERMANENT VACANCY FOR A BUSINESS MANAGEROur client is responsible for the design, implementation, maintenance, and support services working with the greater payments industry of South Africa.The function of the Company also contributes to the safety, efficiency, and effectiveness of the global financial system in which South Africa participates.
6 days ago

Attorney (Trust and Wills )
Location: Pretoria
Salary: 30 000
Well established Law Firm with a Fiduciary, Trust and Deceased Estate Division is looking for an Attorney or financial advisor to join their team.Salary negotiable based on experience and knowledge
7 days ago

Salaried Financial Advisor

Similar jobs you might be interested in:

Jobseekers

Recruiter

General