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Senior Financial Planner

2 weeks ago

Umhlanga, KwaZulu-Natal, South Africa PPS Recruitment Full time
Job Summary

We are seeking a highly motivated and experienced Senior Financial Planner to join our team. The successful candidate will be responsible for providing professional financial services to clients, including sourcing, retaining, and growing a membership and client base.

The ideal candidate will have a strong background in financial planning, risk insurance, savings, and investments, as well as experience in servicing the degreed professional market. They will be able to provide holistic financial planning advice, sales, and implementation of PPS financial solutions in line with client needs.

  • Main Responsibilities:
  • Providing suitable advice to best fit client needs and requirements
  • Preparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools
  • Meeting clients to understand their financial objectives
  • Explaining complex information relating to Financial Advisory in a clear and effortless way
  • Managing, maintaining, and building new and existing client relationships
  • Growing a client book within the first 24 months and consistently thereafter