Financial Services Professional with Unlimited Growth Opportunities
2 days ago
We are a well-established financial services provider dedicated to empowering individuals to take control of their financial futures. Our team of experienced advisers is committed to delivering exceptional service and guidance to our clients, helping them achieve their goals and secure their financial well-being.
Job Description
We are seeking a talented Graduate Financial Adviser to join our dynamic team. As a key member of our team, you will be responsible for providing expert advice and guidance to clients, helping them navigate the complexities of personal finance and achieve their financial objectives. Your role will involve building strong relationships with clients, analysing their financial situations, and recommending suitable strategies and products to meet their needs.
Responsibilities:
- Client meetings, both initial and review, recording all relevant information
- Analysing information to recommend suitable strategies and products
- Writing client reports with appropriate and compliant disclosures and illustrations
- Scheduling review meetings with clients in keeping with their agreed terms
- Ensuring that client files are up to date and complete
Benefits
We offer a competitive salary range of $80,000 - $120,000 per annum, depending on experience, plus additional benefits including flexible working hours, constant training and mentorship, access to specialised support, and high commission earning potential. You will also have the opportunity to work with a well-established, secure, and reputable brand, and to develop your skills and expertise in a rapidly evolving industry.
Qualifications and Requirements
To be successful in this role, you will need to possess a Matric certificate (essential), a Degree (preferable), and a valid driver's license. You will also need to demonstrate excellent communication and interpersonal skills, as well as a proven ability to build strong customer relationships and work effectively in a team environment. A sales background and previous experience in financial services would be advantageous but is not essential.
What We Offer
We pride ourselves on being a dynamic and supportive employer, offering our employees opportunities for growth and development in a fast-paced and rewarding industry. If you are a motivated and ambitious individual looking for a challenging and fulfilling career, we encourage you to apply for this exciting opportunity.
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