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- 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.
- 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.
Life Broker - Durban - Dante Personnel

Description
Job Description
We are seeking a highly skilled Financial Planner to join our team at {company}.
Key Responsibilities:
Minimum Requirements:
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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Broker Consultant
Assupol- KwaZulu-Natal
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Broker Consultant
Assupol- KwaZulu-Natal