Senior Financial Strategist

1 week ago


Roodepoort, Gauteng, South Africa Platinum Talent Full time
About the Role

We are seeking an experienced Senior Financial Strategist to join our esteemed clients in the financial services sector. As a key member of their long-term division, you will deliver holistic, client-centered financial advice that aligns with FAIS requirements.

This role requires a dedicated professional to develop and maintain client relationships, providing financial solutions that meet regulatory standards and exceed client expectations.

Responsibilities
  • Deliver comprehensive long-term financial advice to clients, meeting regulatory standards.
  • Develop and maintain client relationships to deliver exceptional service.
  • Build and manage a client portfolio within the competitive financial services sector.
Requirements

To be successful in this role, you will require:

  • Basic knowledge of the Insurance Industry.
  • Advanced knowledge of Word Processing and report writing.
  • General Computer and online presentation skills.
Benefits

This role offers a high-paying commission structure, with product and term variable earnings. You will also have access to office space, training, and support. With opportunities for remote work, this is an ideal position for those who value flexibility.

The estimated salary for this role is around $80,000 - $120,000 per year, depending on experience and performance.



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