Holistic Financial Advisor: Risk & Wealth Growth

Pivot Services; Cape Town; On-site; ZAR 240,000 - 420,000; Full time

Job summary

Pivot Services in Cape Town, Western Cape, South Africa is seeking a results-driven financial services professional. The role focuses on sourcing, retaining and growing a membership and client base for eligible professionals by implementing PPS financial solutions aligned to client needs.

This commission-based position centres on holistic financial planning, advice and sales in risk insurance, savings and investments, wills, tax and estate planning, with a strong emphasis on professional service

Qualifications

• Professional financial services experience preferred.

Responsibilities

• Providing suitable advice to best fit the needs and requirements of professionals
• Preparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools
• Meeting clients to understand their financial objectives
• Explaining complex information relating to Financial Advisory in a clear and effortless way
• Managing, maintaining and building new and existing client relationships
• Growing a client book within the first 24 months and consistently thereafter
• Adhering to compliance, operational procedures and practice management standards
• Staying abreast of product information, performance and industry changes

Job description

Pivot Services in Cape Town, Western Cape, South Africa is seeking a results-driven financial services professional. The role focuses on sourcing, retaining and growing a membership and client base for eligible professionals by implementing PPS financial solutions aligned to client needs.

This commission-based position centres on holistic financial planning, advice and sales in risk insurance, savings and investments, wills, tax and estate planning, with a strong emphasis on professional service