Wealth Planner

4 days ago

Johannesburg, South Africa LucasAsh Full time

Company Overview:
Lucas Ash is excited to partner with South Africa's largest and most innovative insurance provider in our search for dynamic Wealth Planners and Financial Planners. By joining this industry-leading organisation, you will have the opportunity to accelerate your career while providing top-tier financial solutions to a diverse client base.

**Job Description**:
We are actively recruiting for proactive, knowledgeable, and highly-skilled Wealth Planners/Financial Planners to join our partner organisation. Your role will be to offer tailored financial advice that empowers individuals and businesses to achieve their financial goals.

Key Responsibilities:

- Conduct comprehensive financial needs analyses for prospective and existing clients.
- Develop and present customised financial plans and strategies.
- Recommend a broad array of financial products and services, including insurance, investments, estate planning, etc.
- Foster and maintain long-term client relationships.
- Collaborate with internal teams to provide a seamless client experience.
- Stay updated on industry trends, policies, and regulations.

**Benefits**:

- **No Requirement for Driver's License or Car**: Our office locations are accessible through public transport, making your commute hassle-free.
- **Back Office Support**: Enjoy the luxury of focusing on your core responsibilities while we handle all your administrative tasks.
- **Competitive Compensation Package**: Includes a basic salary, commission, an additional 3-month training bonus, and more.
- **Medical Aid Contribution**: Your well-being is important to us.
- **Bonus Incentive**: Earn lucrative bonuses over and above any commissions, as a token of recognition for your hard work and dedication.

Qualifications:

- Bachelor's Degree in Finance, Business Administration, or related field (preferred) but not mandatory.
- Certified Financial Planner (CFP) qualification is a plus, but not mandatory.
- Strong analytical, interpersonal, and communication skills.
- Self-motivated and able to work both independently and collaboratively.

How to Apply:

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