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Client Advisor Financial Planning (Sales Experience Required)

Client Advisor Financial Planning (Sales Experience Required)

Alpha and Omega AdvisoryDurban, South Africa
5 days ago
Job type
  • Quick Apply
Job description

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-building
  • Deliver tailored, comprehensive financial planning solutions that address client needs
  • Identify new business opportunities and provide exceptional client service to ensure retention and growth
  • What Were Looking For :

  • 3-5 years experience as a Client Advisor in financial planning or related field
  • Completion of Regulatory Exams (RE) or equivalent certification (Non-negotiable)
  • Strong client management skills and ability to nurture long-term relationships
  • Excellent communication, presentation, and networking abilities
  • Grade 12 or equivalent qualification
  • Valid drivers license and own vehicle
  • Clean criminal record and good credit history
  • Ready to leverage your experience and accelerate your career growth? Apply now to join a supportive team that values your expertise and rewards your performance!

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    Financial Advisor • Durban, South Africa

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