Financial Planning Specialist

3 weeks ago


Germiston, Gauteng, South Africa GJM Ultra Holdings Full time
Role Overview

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.
Requirements
  • 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
Benefits

Our Financial Advisor will enjoy a competitive basic salary and lucrative commission structure, providing opportunities for growth and success.

Company Overview

GJM 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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