Client Advisor, Financial Planning: Growth & Bonuses

Alpha And Omega Advisory; Durban; On-site; ZAR 200 000 - 300 000; Full time

Job summary

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

Benefits

Competitive remuneration

Commission and performance bonuses

Professional development opportunities

Qualifications

• 3-5 years of experience in financial planning.
• Strong client management skills.
• Completion of Regulatory Exams (RE).

Responsibilities

• Manage and expand a client portfolio.
• Provide comprehensive financial advice.
• Foster career growth within the team.

Skills

Client management skills

Financial planning

Education

Completion of Regulatory Exams (RE)

Job description

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