Are you a skilled Client Advisor with 3-5 years experience in financial planning?
Join our clients dynamic team and take your career to the next level! Were seeking motivated professionals with a proven track record in client relationship management and financial advice, who are ready to grow their book of business and maximize their earning potential.
What's On Offer :
- Fully equipped office space with comprehensive administrative support
- Competitive remuneration with up to 100% commission plus performance bonuses
- Advanced business coaching and continuous professional development
- Access to industry experts, specialist support, and cutting-edge financial tools
- Membership in pension and group life schemes
- Assistance with technology acquisition and ongoing operational support
Your Key Responsibilities :
Manage and expand a portfolio of clients through proactive relationship-buildingDeliver tailored, comprehensive financial planning solutions that address client needsIdentify new business opportunities and provide exceptional client service to ensure retention and growthWhat Were Looking For :
3-5 years experience as a Client Advisor in financial planning or related fieldCompletion of Regulatory Exams (RE) or equivalent certification (Non-negotiable)Strong client management skills and ability to nurture long-term relationshipsExcellent communication, presentation, and networking abilitiesGrade 12 or equivalent qualificationValid drivers license and own vehicleClean criminal record and good credit historyReady to leverage your experience and accelerate your career growth? Apply now to join a supportive team that values your expertise and rewards your performance!