Financial Services Professional

2 months ago


Sandton, South Africa TalentWhale (Pty) Ltd Full time
Position Overview:

We present a unique opportunity for experienced financial professionals to expand and secure their practice within our client's national distribution network, affiliated with the largest financial services organisation in Africa.

Key Responsibilities:
  • Deliver tailored financial planning services to clients.
  • Manage stakeholder relationships within branches and across the group.
  • Advise clients on wealth protection and wealth creation strategies.
  • Provide corporate benefits and business assurance services.
  • Maintain strong client relationships through consistent practice management advice.
Requirements:
  • Financial Services qualification (RE and CBT).
  • Minimum of 2 years' experience in financial planning, investment management, and/or insurance.
  • 2 years post-DOFA supervision completion preferred.
  • Excellent communication, presentation, and relationship-building skills.
  • Strong analytical and problem-solving capabilities.
  • Ability to work independently while effectively managing time and resources.
  • Meticulous attention to detail and excellent organizational skills.
  • Experience with financial planning software and tools.
  • Commitment to continuous professional development and staying current with industry advancements.
Benefits:

We offer independence as a financial adviser, paired with the security and support of a corporate network, along with a collaborative team environment of qualified specialists ensuring the best possible service for clients.



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