Wealth Management Financial Advisor – Client Growth

Futureworld; Johannesburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services company is seeking an experienced Financial Advisor in Johannesburg. The role involves managing client portfolios and providing professional financial advice. Candidates must have Matric with a tertiary qualification in Finance, RE5 certification, and at least 3 years of experience in financial planning. Strong client-focused skills and proficiency in Microsoft Excel are essential. A competitive remuneration package, including a basic salary plus commission, is offered.

Benefits

Competitive remuneration including basic salary plus commission

Qualifications

• At least 3 years of experience in financial planning.

Responsibilities

• Manage client portfolios and offer professional financial advice.

Skills

Client-focused skills

Proficiency in Microsoft Excel

Education

Matric with a tertiary qualification in Finance

RE5 certification

Job description

A financial services company is seeking a Financial Advisor in Johannesburg to manage client portfolios and offer professional financial advice.

This role requires a Matric with a tertiary qualification in Finance, RE5 certification, and at least 3 years of experience in financial planning.

Strong client-focused skills and proficiency in Microsoft Excel are essential.

Competitive remuneration including a basic salary plus commission is offered.