Client Advisor, Financial Planning | 100% Commission

Alpha and Omega Advisory; Durban; On-site; ZAR 592 000 - 847 000; Full time

Job summary

A leading financial advisory firm in Durban is seeking an experienced Client Advisor to manage and expand a client portfolio. Candidates should have 3-5 years in financial planning, with strong client management skills and completion of Regulatory Exams (RE). The role offers competitive remuneration including commission and performance bonuses, comprehensive support, and professional development opportunities. Join a dynamic team that rewards your expertise and fosters career growth.

Benefits

Comprehensive administrative support

Competitive remuneration with up to 100% commission

Advanced business coaching

Access to financial tools

Pension and group life schemes

Qualifications

• 3-5 years experience as a Client Advisor in financial planning or related field.
• Completion of Regulatory Exams (RE) or equivalent certification.
• Strong client management skills with long-term relationship nurture.

Responsibilities

• Manage and expand a portfolio of clients through proactive relationship-building.
• Deliver tailored financial planning solutions addressing client needs.
• Identify new business opportunities and ensure client retention.

Skills

Client management skills

Communication

Presentation skills

Networking abilities

Education

Grade 12 or equivalent qualification

Job description

A leading financial advisory firm in Durban is seeking an experienced Client Advisor to manage and expand a client portfolio. Candidates should have 3-5 years in financial planning, with strong client management skills and completion of Regulatory Exams (RE). The role offers competitive remuneration including commission and performance bonuses, comprehensive support, and professional development opportunities. Join a dynamic team that rewards your expertise and fosters career growth.