Wealth Advisor: Grow Your Client Book + Equity Options

People Dimension; Randburg; On-site; ZAR 540,000 - 860,000; Full time

Benefits offered by this job

Access to company infrastructure

Equity participation options

Administrative support

Job summary

A leading Financial Services company based in Johannesburg is seeking a motivated Financial Advisor. This role involves providing financial advice, managing a client base, and adhering to compliance standards. Candidates should have the RE5 qualification and experience in wealth management. The company offers flexible engagement options tailored to your growth preferences. Interested candidates can send their CVs to the provided email.

Qualifications

• Proven track record in financial advice or wealth management.
• Strong understanding of investment products, estate planning, risk cover.
• Ability to build and maintain a client base.

Responsibilities

• Provide financial planning and advice to individual and corporate clients.
• Build and manage a sustainable book of business.
• Conduct client reviews and provide tailored wealth solutions.

Skills

Client relationship management

Financial planning

Investment products knowledge

Communication skills

Regulatory compliance awareness

Entrepreneurial mindset

Education

RE5 qualification

CFP designation

Job description

A leading Financial Services company based in Johannesburg is seeking a motivated Financial Advisor. This role involves providing financial advice, managing a client base, and adhering to compliance standards. Candidates should have the RE5 qualification and experience in wealth management. The company offers flexible engagement options tailored to your growth preferences. Interested candidates can send their CVs to the provided email.