Wealth Advisor | Free State

SUMMARY:
Wealth Advisor | Free State

POSITION INFO:

Role: Wealth Advisor 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 driver’s 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.