Senior Financial Consultant

2 days ago


Umhlanga, KwaZulu-Natal, South Africa Catch Recruit Full time
About the Role

As a Wealth Planning Specialist, you will play a key role in shaping the financial futures of our esteemed clients. We are seeking an experienced professional who can provide holistic financial advice, tailored to individual goals and risk tolerance.

Your responsibilities will include:

  • Identifying new business opportunities within our existing client base.
  • Developing and maintaining comprehensive financial plans, taking into account tax laws and regulatory requirements.
  • Analyzing financial data to optimize investment portfolios.
  • Building and maintaining strong relationships with clients through face-to-face meetings and exceptional communication.

To be successful in this role, you will require:

  • A minimum of 3-5 years experience in sales or financial services.
  • Valid driver's license and own vehicle.
  • Clear criminal and credit check.
  • NQF5, RE5, and Class of Business Long Term Insurance certifications (non-negotiable).


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