Financial Planning Specialist
3 weeks ago
As a key member of our team at GJM Ultra Holdings, we are seeking an experienced Financial Advisor to join our dynamic and growing organization.
Main Responsibilities- Work closely with our client base, providing expert financial advice and guidance to help them achieve their goals.
- Prospect and acquire new clients, leveraging relationships and networking opportunities to expand our client base.
- Stay up-to-date with market trends and economic developments, ensuring our clients receive tailored advice and guidance.
- Assess clients' risk tolerance and recommend appropriate risk management strategies.
- Develop and maintain comprehensive financial plans, providing advice on investment strategies, retirement planning, estate planning, and tax optimization.
- Minimum Matric with Tertiary Education in Finance related field (NQF5: Wealth Management/Bcom)
- RE5 Non-Negotiable
- Relevant Class of Business's in place
- Fit and Proper
- Minimum 3 Years in Financial Planning Role
- Excellent command of Microsoft Excel or related software
- Experience in working with Professionals and High Net worth clients
- Valid Driver's License and Own Vehicle
Our Financial Advisor will enjoy a competitive basic salary and lucrative commission structure, providing opportunities for growth and success.
Company OverviewGJM Ultra Holdings is a leading Independent Financial Brokerage, providing exceptional and unique services to professionals in the market. With over 30 years of experience, our success has been built on relationships and professional service.
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