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.
Wealth Advisor | North West • North West, South Africa
Looking for a sales role where your results genuinely matter?.We’re a growing UK-based cleaning company specialising in.Residential End of Tenancy cleaning.Working remotely, you’ll manage warm cust... Show more
We’re a growing UK-based cleaning company specialising in.Residential End of Tenancy cleaning.If you’re driven by targets, enjoy speaking to customers and know how to turn a conversation into a sal... Show more
Service Solutions Sales Consultant.We’re a UK-based cleaning company specialising in.Residential End of Tenancy cleaning.You’ll speak with warm leads, understand exactly what each customer needs an... Show more
Want a fully remote sales role where your performance directly impacts your earning potential?.We’re a growing UK-based cleaning company specialising in Residential and End of Tenancy cleaning, and... Show more
UK-based cleaning company and help ensure customer enquiries are followed up, managed and converted into bookings.You’ll support the sales process by engaging with warm leads, answering customer qu... Show more
Ready to put your sales skills to work in a fast-moving, digital-first environment?.We’re a growing UK-based cleaning company specialising in.Residential End of Tenancy cleaning.You’ll manage digit... Show more
We’re growing — and we’re looking for a.As a UK-based cleaning company specialising in.Residential End of Tenancy cleaning.We need someone who can take those leads, have great conversations and clo... Show more
We’re looking for an ambitious.Our customers are already looking for cleaning services — your job is to understand what they need, present the right solution and turn the enquiry into a booking.You... Show more
