Hybrid Financial Advisor — Grow Client Wealth

Rmb; Polokwane; Híbrido; ZAR 350.000 - 650.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical aid

Retirement fund

Performance-based incentives

Training and development opportunities

Descripción de la vacante

Rmb in Polokwane, Limpopo, seeks a motivated Financial Advisor to help clients reach financial goals via investments, retirement planning, and insurance solutions. You will build and manage a client portfolio, deliver personalized plans, and ensure ongoing satisfaction in a hybrid work setup.

Requirements include a tertiary qualification in Finance or Economics, CFP advantageous, 4+ years as a Financial Advisor, knowledge of investments, estate planning, FSCA registration, and proficiency with

Formación

• A tertiary qualification in Finance, Economics, or related field.
• CFP/CFP certification is advantageous.
• Minimum 4 years as a Financial Advisor with client acquisition/retention.

Responsabilidades

• Develop and implement comprehensive financial plans tailored to client needs.
• Advise on investments, retirement planning, estate planning, and risk management.
• Identify and pursue new business opportunities to grow the client base.
• Conduct regular client reviews and adjust plans as needed.
• Maintain up-to-date knowledge of financial markets, products, and regulations.
• Ensure compliance with regulations and company policies.
• Build long-term client relationships and collaborate with internal specialists.

Conocimientos

Communication skills

Interpersonal skills

Sales skills

FSCA registered

CRM proficiency

Educación

Bachelor's degree in Finance or Economics

CFP certification (advantageous)

Herramientas

Financial planning software

CRM systems

Descripción del empleo

Rmb in Polokwane, Limpopo, seeks a motivated Financial Advisor to help clients reach financial goals via investments, retirement planning, and insurance solutions. You will build and manage a client portfolio, deliver personalized plans, and ensure ongoing satisfaction in a hybrid work setup.

Requirements include a tertiary qualification in Finance or Economics, CFP advantageous, 4+ years as a Financial Advisor, knowledge of investments, estate planning, FSCA registration, and proficiency with