Wealth Adviser

Role: Wealth Adviser

Category: Insurance
Location: Sandton
Salary: Market-related

Are you a dynamic financial professional looking to step into a thriving, well-established office? Our client, a leading name in the Financial Services industry, is seeking a Mid-Level Wealth Adviser to join their team on a full-time basis.

In this role, you will inherit a dedicated portfolio of clients to assist with comprehensive financial planning and advice, while actively driving new business development to grow your network.



Key Responsibilities:

Financial Advice & Planning: Provide expert financial advice and strategic planning to clients.

Portfolio Management: Efficiently manage and maintain client portfolios.

Client Relations: Actively handle and resolve client enquiries with top-tier service.

Admin & Compliance: Compile and process new policy applications, ensuring strict adherence to administration and compliance standards.

Business Development: Oversee ongoing business maintenance and cultivate new client relationships.




Requirements:

Education: A University Degree specifically a BCom in Finance, Business Finance, Investments, Financial Planning Law, Financial Sciences, Investment Management, or Economics.

Experience: 3 or more years of experience working within an intermediary financial services environment.

Licensing: Must have passed the Regulatory Exam (RE5) for Representatives.

Tools & Mobility: High computer literacy (MS Office), a valid drivers license, and access to your own vehicle.

A Post Graduate Diploma in Financial Planning.

A CFP Qualification.

Strong analytical thinking and skills.

Exceptional customer service orientation.

Confident presentation skills.