Description:
We are looking for aspiring and established Financial Planners!
If you love finances and enjoy helping people make the right lifestyle planning decisions,
You will love this career opportunity !
Join a team of successful Planners and Advisors within our organisation and receive leading industry training, a mentorship program, and an ongoing support structure to help you build your career and grow your portfolio.
Provide sound, comprehensive financial advice , and guidance to clients
Coach, educate and work with clients to help them understand their financial circumstances, and make informed financial decisions to reach their short- medium, and long-term financial goals
Meet with clients to form a customized financial outlook including expenses, income, insurance coverage, tax status, risk tolerance, or other elements to build a financial plan; ensure effective estate planning and implement the necessary steps for creating and accumulating wealth
Review clients’ accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals
Build and maintain strong relationships to retain existing clients
Identify and cultivate new clients and be innovative in crafting solutions to improve their financial situation
Ensure that clients' financial goals are met, whilst fostering long-lasting relationships
Requirements:
- Excellent Customer Service Skills
- Excellent Listening Skills
- A Good Level Of Numeracy And It Skills
- An Ethical And Professional Approach To Work
- A Target-Driven And A Results-Oriented Mindset
- Self-Starter With An Entrepreneurial Spirit
- Strong Networking And Relationship-Building Skills
- Effective Time Management And Organizational Skills
- Discretion And An Understanding Of The Need For Client Confidentiality
- Matric essential
- Bachelor’s degree (Advantageous)
- Minimum 2-3 years work experience
- Own transport
- Valid driver’s license
- Clear credit history
- No criminal record
- Own laptop
- Resources to be able to work remotely when required
- COVID vaccination mandatory
- Matric essential
- Bachelor’s degree (Advantageous)
- Minimum 2-3 years work experience
- Own transport
- Valid driver’s license
- Clear credit history
- No criminal record
- Own laptop
- Resources to be able to work remotely when required
- COVID vaccination mandatory
- Matric essential
- Bachelor’s degree (Advantageous)
- Minimum 2-3 years work experience
- Own transport
- Valid driver’s license
- Clear credit history
- No criminal record
- Own laptop
- Resources to be able to work remotely when required
- COVID vaccination mandatory