Financial Planner - Entrepreneur

Are you a talented professional eager to make a lasting impact? Were on the lookout for visionary Financial Planners who are driven to empower clients, inspire financial confidence, and help shape a brighter financial future for South Africans. Join our team of experts and make a meaningful difference while advancing your career with a firm that values your ambition and expertise. If youre ready to go beyond the ordinary, we want to hear from you REMUNERATION R 10000.00 startup stipend (new to industry advisers only) In addition you will earn 70% uncapped commission Company benefits including medical aid, provident fund and bonuses Training and development DUTIES and RESPONSIBILITIES Client Consultation & Assessment : Meet with clients to understand their financial objectives and current situations. Financial Planning: Develop personalized financial strategies to meet clients unique needs, including retirement planning, investment management, tax planning, and risk management. Investment Advice: Guide clients on investment opportunities based on risk tolerance, objectives, and market trends. Ongoing Relationship Management: Build and maintain long-term relationships with clients, conducting regular reviews to adjust strategies as life and market conditions change. Compliance and Ethical Standards: Adhere to regulatory and ethical standards to ensure trust and transparency. Continuous Development: Stay updated on financial products, industry trends, and regulatory changes. Qualifications: Matric certificate and a degree in finance, economics, or related field. Drivers license and own vehicle essential. Client-Centric Mindset: Strong dedication to putting clients needs first, with excellent interpersonal and communication skills. Analytical Skills: Ability to analyze financial data and develop strategic solutions for clients. Proactive & Self-Motivated: Goal-driven with a passion for achieving success in a highly competitive industry. Ethical and Professional: High integrity and commitment to upholding industry standards.

Location: Western Cape, ZA

Posted Date: 1/9/2025