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Financial Planner Port ElizabethHeadhunt • Port Elizabeth, Eastern Cape, South Africa
Financial Planner Port Elizabeth

Financial Planner Port Elizabeth

Headhunt • Port Elizabeth, Eastern Cape, South Africa
25 days ago
Job description

Our client in the Financial industry is seeking to employ a Financial Planner to join their team based in Port Elizabeth.



Requirements:

  • A tertiary qualification is non-negotiable.
  • Experience in Financial Planning.
  • Proven ability to generate new business and expand a client portfolio.
  • Excellent communication and interpersonal skills.
  • Fully bilingual.
  • Own reliable transport and a valid drivers licence.

Responsibilities:

  • Acquire new clients and grow the brokerages client base.
  • Market and promote the brokerages financial planning products.
  • Build and maintain strong relationships with new and existing clients.
  • Generate new business through networking referrals and professional relationship building.
  • Identify client needs and provide appropriate financial solutions.
  • Ensure compliance with all relevant legislation and industry regulations including FAIS FICA and other applicable requirements.
  • Maintain high standards of professionalism and customer service.

Please note that if you do not receive a response within 2 weeks of your application your application has been unsuccessful.




Employment Type : Full-Time
Experience: years
Vacancy: 1

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Financial Planner Port Elizabeth • Port Elizabeth, Eastern Cape, South Africa

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