Client Relationship & Wealth Planning Consultant

Are you a self-motivated professional with an entrepreneurial mindset and a passion for helping people achieve their financial goals? We are looking for an ambitious individual to join a growing team in a client-facing role focused on building lasting relationships and delivering comprehensive financial solutions based in the Centurion area.

Key Responsibilities

• Identify and engage prospective clients through networking.
• Build and grow a sustainable client portfolio by establishing new relationships.
• Develop and implement holistic financial plans tailored to each client's goals and circumstances.
• Provide guidance across areas such as wealth creation, risk management, retirement planning, investment planning, and estate planning.

What we're looking for

• A highly motivated self-starter with an entrepreneurial approach.
• Excellent interpersonal, communication, and relationship-building skills.
• Goal-driven with the resilience to build a successful practice.
• Previous experience in financial services, sales, or client relationship management is advantageous but not essential.

What we offer

• The opportunity to build your own client portfolio and long-term professional practice.
• Comprehensive training, mentorship, and ongoing professional development.
• Access to industry-leading products, planning tools, and support.
• A performance-driven earning model that rewards initiative, business development, and long-term client relationships.
• Significant career growth opportunities within a professional and supportive environment.

Please note only shortlisted candidates will be contacted. If you have not heard from us in 2 weeks, please consider your application unsuccessful.