Draughtsman Experienced In Civil Engineering

Zedek Engineering; Johannesburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

Join a leading Independent Financial Brokerage as a dynamic financial planner, where your expertise will help clients achieve their financial goals. This role offers the chance to work with a diverse client portfolio, providing tailored financial advice and strategies. With a competitive salary and a lucrative commission structure, you will thrive in a collaborative environment that encourages professional growth. If you are passionate about finance and client success, this opportunity is perfect for you!

Qualifications

• 3+ years' experience in financial planning with high net worth clients.
• RE5 certification and Class of Business's required.

Responsibilities

• Review and advise on clients' financial plans and investment strategies.
• Prospect and acquire new clients while maintaining existing relationships.

Skills

Financial Planning

Client Relationship Management

Investment Strategies

Risk Management

Market Analysis

Cross-selling Financial Services

Education

NQF5 qualification in Wealth Management

BCom in Finance

Matric

Tools

Microsoft Excel

Job description

Insurance and Wealth Creation Professionals t / a IWCP

Reference: DBN-JC-1

Location: Bedfordview, Gauteng

We are seeking dynamic and experienced professional financial planners to join a leading Independent Financial Brokerage.

Compensation

Offering a basic salary with a lucrative commission structure. This is an exciting opportunity for success!

Duties & Responsibilities

• Work with the company's existing client portfolio to review their financial plans and provide professional advice.
• Prospect and acquire new clients to expand the client base.
• Provide financial products and services professionally, building rapport and confidence.
• Collaborate with various FSPs and internal departments to resolve concerns efficiently.
• Maintain ongoing communication with clients.
• Develop comprehensive financial plans tailored to individual clients, including investment strategies, retirement, estate planning, and tax optimization.
• Stay informed about market trends and economic developments.
• Assess clients' risk tolerance and recommend appropriate risk management strategies.
• Provide advice on investment and risk products.
• Identify opportunities for cross-selling and upselling financial services.
• Network with professionals, attend industry events, and participate in marketing initiatives.
• Ensure compliance with industry regulations and ethical standards.
• Maintain accurate records and documentation.
• Stay updated on changes in financial laws and regulations.
• Prepare regular reports for management and clients.

Minimum Requirements

• Matric with tertiary education in a finance-related field (non-negotiable).
• NQF5 qualification in Wealth Management or BCom (non-negotiable).
• RE5 certification (non-negotiable).
• Relevant Class of Business's in place.
• Minimum 3 years' experience in a financial planning role.
• Excellent command of Microsoft Excel or related software.
• Experience working with professionals and high net worth clients.
• Drivers license and own vehicle (non-negotiable).

Remuneration

R15,000 - R20,000 (experience dependent) plus lucrative commission structure.

Please note: Only shortlisted candidates will be contacted.