Financial Planner Edenvale - Edenvale
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Bedfordview, Gauteng - Seeking dynamic and experienced professional financial planners to join a leading Independent Financial Brokerage. With a basic salary offering and lucrative commission structure, this is an exciting opportunity for success As an independent Financial Brokerage, our client provides exceptional and unique services to professionals within the market. Their success has been built on the relationships and professional service it has provided it's clients for over 30 years. Responsibilities: Work with company 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 it's 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 client Provide advice on investment strategies, retirement planning, estate planning, and tax optimization Stay informed about market trends and economic developmentsAssess 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 Minimum Matric with Tertiary Education in Finance related field Non-Negotiable (NQF5: Wealth Management/ Bcom) 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 Drivers License and Own Vehicle non-negotiable Clear credit and criminal check Market Related Are you in search of a fresh career path? Or seeking out exceptional talent to propel your company forward? Our dedication lies in meeting the needs of both our clients and candidates alike. By focusing on a select group, we ensure personalised attention, facilitating national recruitment endeavors. We view this as a chance for mutual satisfaction, the outset of a fruitful partnership. From local placements, and remote to on-site roles, we've got you covered. Feeling overwhelmed? Let us navigate the search for your perfect fit. Whether you're a seasoned professional or a recent graduate, we're eager to connect. Spare yourself the hassle; we'll handle the preliminary online interviews. We strive to match candidates perfectly with clients, ensuring alignment not only in skills but also in culture, fostering a harmonious and effective working relationship. stay connected with our LinkedIn page to receive the most recent news, updates, and current status of our job openings across the nation. https://www.linkedin.com/company/103441814/admin/feed/posts/
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