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Financial Services Consultant

2 weeks ago

Johannesburg, Gauteng, South Africa PPS Recruitment Full time
About the Role

The primary objective of this position is to deliver exceptional financial services to clients and professionals. As a key member of our team, you will be responsible for sourcing, retaining, and growing a client base by implementing tailored financial solutions that cater to their unique needs.

Key Responsibilities:

  • Providing expert advice to suit the requirements and objectives of professionals
  • Preparing and presenting proposals to clients using advanced financial planning tools
  • Conducting meetings with clients to understand their financial goals and objectives
  • Communicating complex financial information in a clear and concise manner
  • Maintaining and building new and existing client relationships
  • Growing a client book within the first 24 months and consistently thereafter