Strategic Financial Consultant

3 weeks ago


Durban, KwaZulu-Natal, South Africa MPC Recruitment Full time

Role Overview


MPC Recruitment is seeking a Strategic Financial Consultant to join our client, a diverse and independent financial services group in South Africa.


In this role, you will provide expert financial advice in investment, tax, and insurance to clients, building and nurturing your client base while achieving sales targets.


As a key player in their mission to deliver exceptional financial services across South Africa and beyond, you will be rewarded with competitive remuneration and a team that values your development.


Key Responsibilities



  • Provide expert financial advice in investment, tax, and insurance to clients.
  • Build and nurture your client base while achieving sales targets.
  • Collaborate with the team to deliver exceptional financial services across South Africa and beyond.

Requirements



  • Minimum of three years financial planning experience.
  • Relevant qualifications, such as a Certificate in Financial Planning or CFP.
  • Regulatory examinations, such as RE5.
  • A proven track record in successfully dealing with clients.
  • Driven to meet targets and deliver results.
  • Interested in building long-term relationships with clients through engagement.

What We Offer



  • Competitive remuneration.
  • A team that values your development, with a focus on continuing education and professional growth.
  • An established company culture that values collaboration and flexibility.
  • A dynamic and supportive work environment.


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