Client Advisor Financial Planning (Sales Experience Required)

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

Are you a skilled Client Advisor with 3-5 years experience in financial planning?

Join our clients dynamic team and take your career to the next level! Were seeking motivated professionals with a proven track record in client relationship management and financial advice, who are ready to grow their book of business and maximize their earning potential.

What's On Offer :

• Fully equipped office space with comprehensive administrative support
• Competitive remuneration with up to 100% commission plus performance bonuses
• Advanced business coaching and continuous professional development
• Access to industry experts, specialist support, and cutting‑edge financial tools
• Membership in pension and group life schemes
• Assistance with technology acquisition and ongoing operational support

Your Key Responsibilities :

• Manage and expand a portfolio of clients through proactive relationship‑building
• Deliver tailored, comprehensive financial planning solutions that address client needs
• Identify new business opportunities and provide exceptional client service to ensure retention and growth

What Were Looking For :

• 3-5 years experience as a Client Advisor in financial planning or related field
• Completion of Regulatory Exams (RE) or equivalent certification (Non-negotiable)
• Strong client management skills and ability to nurture long‑term relationships
• Excellent communication, presentation, and networking abilities
• Grade 12 or equivalent qualification
• Valid drivers license and own vehicle
• Clean criminal record and good credit history

Ready to leverage your experience and accelerate your career growth? Apply now to join a supportive team that values your expertise and rewards your performance!