Reference: DBN000278-JC-1Bedfordview, 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.
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**
R 30 000 - R 40 000 - Monthly