Wealth Planner & Client Growth Advisor

Stonebridge Hr Solutions; Gauteng; On-site; ZAR 300,000 - 520,000; Full time

Job summary

Stonebridge Hr Solutions is seeking an ambitious Financial Advisor / Financial Planner in Centurion, Gauteng, South Africa. You will build and manage a client portfolio, offering holistic financial planning solutions tailored to clients’ goals and circumstances.

The role emphasizes networking, relationship development, and proactive business development to grow a sustainable client base through referrals and personalized financial planning.

Qualifications

• Strong networking ability to identify and pursue new opportunities.
• Proven relationship-building skills to develop long-term client connections.
• Active business development mindset to grow client base and referrals.

Responsibilities

• Build and manage a sustainable client base through relationship development.
• Develop holistic financial plans tailored to individual client needs and goals.
• Grow the business by leveraging referrals and proactive prospecting.

Skills

Networking

Relationship building

Business development

Job description

Stonebridge Hr Solutions is seeking an ambitious Financial Advisor / Financial Planner in Centurion, Gauteng, South Africa. You will build and manage a client portfolio, offering holistic financial planning solutions tailored to clients’ goals and circumstances.

The role emphasizes networking, relationship development, and proactive business development to grow a sustainable client base through referrals and personalized financial planning.