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Financial Planner - Full Training Provided. No Experience Required!
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Introduction
We are looking for Aspiring and Established Financial Planners!
Are you passionate about people and financial wellness, and helping people make the right financial planning decisions to change their lifestyles, grow their wealth and leave a legacy?
Are you a budding and aspiring Entrepreneur?
Then this is the profession for you! You will love this career opportunity!
Join a team of successful Planners within our organisation and receive leading industry training, a mentorship program, and ongoing and structured support and development to help you build your career and grow, advance and thrive in the profession.
Duties & Responsibilities
Provide sound, comprehensive financial advice and guidance to clients
Educate, empower, coach and collaborate with clients to help them understand their financial circumstances, and make informed financial decisions to reach their short- medium, and their long-term financial goals
Meet with clients to form a customized financial outlook including budgets, expenses, income, insurance coverage, retirement planning, tax status, risk tolerance, investments and other elements to build a financial plan; ensure effective estate planning and implement the necessary steps for creating and accumulating wealth
Develop comprehensive financial plans that include retirement planning, risk management and investment strategies.
Provide personalized financial advice and guidance tailored to individual client needs and goals.
Advise clients on current financial issues and make recommendations
Monitor client portfolios and recommend adjustments as market conditions and financial situations change.
Conduct regular meetings with clients to review their financial progress and update plans as necessary.
Stay informed about market trends and regulatory changes to offer the best advice possible.
Build and maintain strong, long-term relationships with clients to foster trust and ensure client satisfaction.
Generate new business and build relationships
Desired Experience & Qualification
Matric essential
Bachelor’s degree (Advantageous)
Minimum 2 years work experience
Own vehicle
Valid driver’s license
Own laptop
Clear credit history
No criminal record
An ethical and professional approach to work
A target-driven and a results-oriented mindset
Self-starter with an entrepreneurial spirit
Strong networking and relationship-building skills
Effective time management and organizational skills
Proficient numeracy skills
Discretion and an understanding of the need for client confidentiality
Excellent customer service skills
Excellent active listening skill
Proficient computer skills and easily adaptable to new systems
Package & Remuneration
Market related
To be discussed at the Initial Interview
Unlimited earning potential
Professional development opportunities and continuing education
Interested?
We are passionate about who we are and what we do…
We live by our Vision Statement:
“Together, enriching people’s lives through the pursuit of meaningful experiences.”
This position not only offers the chance to impact clients' lives profoundly but also provides opportunities for professional development and career advancement within a supportive team environment. If you're ready to empower clients through thoughtful financial planning and help them navigate the complexities of their financial lives, then we would love to hear from you!
