Aspiring and Experienced Financial Planners

3 days ago

Johannesburg, South Africa Morebo Full time

**Position**:Aspiring and Experienced Financial Planners

**Location**:Johannesburg

**Company**: Morebo Group

**We’re Hiring**

Are you passionate about financial wellness and driven to help others make smart decisions that enhance their lifestyle and build wealth? Whether you're just starting out or already have experience, this is the opportunity for you

**Why Join Us?**

Become part of an accomplished team of Financial Planners at Morebo Group and benefit from industry-leading training, a robust mentorship program, and ongoing support to help you thrive.

**Role & Responsibilities.**
- Provide expert, all-encompassing financial advice to guide clients on their financial journeys.
- Help clients understand their finances to enable them to make informed decisions.
- Customize financial plans for budgeting, retirement planning, tax strategies, and more.
- Monitor and adjust clients' financial plans as their lives and goals evolve
- Build lasting relationships with clients, fostering trust and loyalty.
- Identify new opportunities to engage clients and offer innovative financial solutions.

**Qualifications**

Grade 12 a (Bachelor’s degree is a plus).

RE 5 will advantageous

Own vehicle and valid driver’s license.

Own laptop and proficient in using digital tools.

Clear credit history and no criminal record.

**Competencies**:
Driven & entrepreneurial.

Great networker and relationship-builder.

Organized & efficient.

Discreet with high confidentiality.

Customer-focused mindset.

Tech-savvy

**Remuneration**:
Training allowance based on performance**.**

**Education**:

- Bachelors (preferred)

Application Deadline: 2025/01/31

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