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.
