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Financial Planner (Port Elizabeth) - Eastern Cape, Port Elizabeth

Employer
The Talent Experts
Location
Port Elizabeth Port Elizabeth, Eastern Cape Nelson Mandela Bay, South Africa
Salary
Competitive
Closing date
Mar 19, 2024

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Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Are you a Financial Planner who is tired of cold calling to build a client base and chasing commission?

Is this you?
You have gained experience in Financial Planning and you enjoy consulting, maintaining, and nurturing relationships with clients. You enjoy collaborating with your team and working in a highly efficient supportive environment. You know if you are given clients will be able to elevate your career to the next level.

What you'll be doing (and why you'll enjoy it)
You will follow a detailed financial planning process to ensure that clients taking out Risk and Life Cover policies feel secure and confident with your service. Some of your duties will include assessing various risks that could impact clients' financial security, conducting a thorough analysis of life insurance needs, recommending life insurance products, developing risk management strategies, and assisting clients and their beneficiaries. To make it even better you will be provided with clients and leads so no cold calling for you to do.

Where you'll be doing it
You will be joining an independent wealth management firm that has grown exponentially over the past 7 years, they work with big pension funds, so there is no shortage of clients. You'll be based in professional offices in either Port Elizabeth, Pretoria (Menlyn) or Cape Town (Bellville).

What you'll need
To be considered for this opportunity, you need to have completed your RE 5 exam as well as a Wealth Management Certificate/Diploma along with a minimum of 2 years experience working as a Financial Planner/Financial Advisor. You also need to be fluent in English and Afrikaans with your own transport to go see clients.

What you'll get
Along with a market-related basic salary, you will also receive 50% commission on fees. You will have the opportunity to break away from selling tied policies, instead, you can offer your clients the best possible solutions in the market.

How to apply
For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to [Email Address Removed]

We appreciate that your CV might not be fully up to date. No problem, just send us what you have.

We do respond to everyone! Just give us a few days to work through your application.

Desired Skills:
  • Financial Planning

Desired Work Experience:
  • 2 to 5 years

Desired Qualification Level:
  • Diploma

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