Senior Financial Advisor - CFP | Holistic Planning & Growth

Moonstone; Randburg; Sur place; ZAR 300 000 - 600 000; Plein temps

Avantages offerts par ce poste

Commission-based pay

Growth opportunities

Independent brokerage environment

Résumé du poste

Moonstone, a dynamic independent brokerage based in Randburg, seeks a qualified Financial Advisor with CFP and at least 5 years in financial services to provide holistic financial planning and build long-term client relationships.

You will conduct needs analyses, recommend risk, investment and healthcare solutions, grow your client portfolio, and ensure regulatory compliance in a reputable independent environment.

Qualifications

• CFP® qualification is essential.
• Minimum 5 years’ experience in the financial services industry.
• Strong knowledge of risk planning, insurance, investments, healthcare solutions.
• Regulatory compliance (FAIS) required.

Responsabilités

• Provide comprehensive financial planning and advice to clients.
• Conduct needs analyses and recommend suitable risk, investment, and healthcare solutions.
• Develop and maintain client relationships.
• Identify new business opportunities and grow a sustainable client portfolio.
• Ensure compliance with industry regulations and company standards.

Connaissances

Sales

Relationship management

Business development

Needs analysis

Formation

CFP® qualification

Description du poste

Moonstone, a dynamic independent brokerage based in Randburg, seeks a qualified Financial Advisor with CFP and at least 5 years in financial services to provide holistic financial planning and build long-term client relationships.

You will conduct needs analyses, recommend risk, investment and healthcare solutions, grow your client portfolio, and ensure regulatory compliance in a reputable independent environment.