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  • Life Broker - Durban - Dante Personnel

    Dante Personnel
    Dante Personnel Durban

    1 day ago

    Dante Personnel background
    Description

    Job Description

    We are seeking a highly skilled Financial Planner to join our team at {company}.

    Key Responsibilities:

    • Develop and implement comprehensive financial plans for high net worth clients, taking into account their unique goals and objectives.
    • Analyze complex financial data and provide expert advice on investment strategies and risk management.
    • Maintain up-to-date knowledge of industry trends and regulatory requirements, ensuring compliance with all relevant laws and regulations.
    • Collaborate with professionals from various fields to deliver tailored solutions that meet the client's needs.
    • Build and maintain strong relationships with clients through exceptional communication and customer service skills.

    Minimum Requirements:

    • Matric with Tertiary Education in Finance or related field (NQF5: Wealth Management/ Bcom).
    • RE5 qualification.
    • Relevant class of business in place.
    • Fitness and probity clearance.
    • A minimum of 3 years' experience in a financial planning role.
    • Excellent command of Microsoft Excel or related software.
    • Proven track record of working with professionals and high net worth clients.
    • Demonstrated ability to travel regularly to client sites, with a valid driver's license and access to a reliable vehicle.

    What We Offer:

    A dynamic and supportive work environment, opportunities for career growth and professional development, and a competitive remuneration package that reflects your expertise and value to the organization.


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