Financial Planner

7 days ago

Cape Town, Western Cape, South Africa Surex Full time
Surex is a dynamic and forward-thinking company dedicated to revolutionizing the financial planning industry. We are committed to providing exceptional service and ensuring our clients can make informed decisions for their financial future. No previous exerience required. High commision structures and ability to "grow your own basic salary" with second year's. What you put in, is what you get out.

As a Financial Planner at Surex, you will play a pivotal role in helping individuals and families navigate their financial journeys, offering expert advice tailored to their unique circumstances. This position is perfect for someone who is passionate about creating exeptional wealth and thrives in competitive envoironments. You will work closely with a diverse client base, evaluating their financial status and goals, and developing comprehensive strategies to help them achieve their aspirations.

At Surex, we value innovation, integrity, and excellence, and we are looking for a Financial Planner who embodies these principles. By joining our team, you will have the opportunity to contribute to a growing company that is making a real difference in the lives of our clients, all while advancing your career in the financial planning field.

If you are ready to take on a rewarding challenge and make an impact, we invite you to apply.

Responsibilities

- Develop and implement personalized financial plans for clients
- Follow up with leads and build quotes for clients
- Conduct thorough financial assessments to identify client needs
- Monitor and adjust financial strategies based on changes in client circumstances or market conditions
- Provide ongoing advice and support to clients regarding investments, retirement planning, and estate planning
- Prepare detailed reports and presentations on financial plans for client reviews
- Keep abreast of industry trends, market developments, and regulatory changes
- Build and maintain strong relationships with clients to foster trust and long-term partnerships
- Keep up with regulatory requirements in the industry

Requirements

- No experience needed (we teach you what you need to learn)
- Own reliable transport
- Have a valid Drivers Licence
- Matric certificate (Completed Grade 12)
- Excellent problem-solving skills and networking abilities
- Quality communication and interpersonal skills
- Ability to work independently and as part of a team
- Need to be eager and willing to learn
- Candidates who have been in the industry for 2 years or longer will need to have completed their RE5 and NQF 5 in wealth management along with other regulatory requirements (Classes of Business; CPD hours etc)

Benefits

Assistance in geting candidates to get further qualifications in the financial industry.

Ability to grow your own basic salary with commision.

Expert help in knowledge and advice in sales strategies and training.

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