Estate Planning Client Advisor

Discovery; Sandton; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services firm in Sandton seeks a Specialist Sales Consultant to deliver exceptional client service, manage will amendments, and provide compliant financial advice. The ideal candidate has a minimum of 2-3 years' experience in financial planning and a strong understanding of insurance and investment products. This role involves direct client interaction and requires excellent communication skills to ensure high service levels and compliance with industry regulations.

Qualifications

• Minimum 2–3 years’ experience in financial planning.
• Proven track record in client advisory and service delivery.
• Knowledge of Insurance and investment products preferred.

Responsibilities

• Provide professional, accurate, and compliant advice on wills.
• Manage will amendments with accuracy and efficiency.
• Assist clients with servicing requests for the Discovery Estate Preserver.

Skills

Client relationship management

Excellent communication skills

Problem-solving mindset

Education

MATRIC

NQF 5 in Wealth Management

RE 5

Tools

MS Office

Job description

A leading financial services firm in Sandton seeks a Specialist Sales Consultant to deliver exceptional client service, manage will amendments, and provide compliant financial advice. The ideal candidate has a minimum of 2-3 years' experience in financial planning and a strong understanding of insurance and investment products. This role involves direct client interaction and requires excellent communication skills to ensure high service levels and compliance with industry regulations.