Financial Planner
2 weeks ago
Durban
- Posted 19 hours ago
**Financial Planner (Financial Advisor/Broker)**
About the company:
We are an independent, specialist brokerage. We offer financial planning, asset management, short-term insurance, tax, and estate planning to medical practitioners nationally.
**About the role**:
We are seeking suitably experienced financial advisors who are self-motivated, dynamic and who share a passion for service excellence to join our growing team.
**Responsibilities**:
- Responsible for identifying new business.
- Provide customized financial planning and investment advice to existing and new clients based on their individual goals, risk tolerance, and financial situation.
- Develop and maintain a comprehensive understanding of financial products, investment strategies, tax laws, and regulatory requirements.
- Analyse financial data, review clients’ investment portfolios, and make recommendations to optimize their financial objectives.
- Continuously monitor and review client portfolios to ensure policies remain relevant, efficient, and aligned with their evolving needs.
- Face to face meetings and brand awareness - with regards to our Tax Department, Billing Department, Short Term Department, Fiduciary etc.
**Qualifications**:
- Bcom degree, Financial Planning, Investments, Wealth Management
**Criteria**
- Minimum of 3 -5 years’ experience (preferably in sales)
- **Valid driver’s license and own vehicle (Non-negotiable)**:
- Clear criminal and credit check
**Remuneration**
**R15k - R20k + Commission
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