Salaried Financial Planner - Johannesburg - Fouche & Co Pty Ltd

    Fouche & Co Pty Ltd
    Fouche & Co Pty Ltd Johannesburg

    1 week ago

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    Description

    Insurance and Wealth Creation Professionals t/a IWCP

    Reference: DBN000206-JC-1
    Seeking dynamic and experienced professional financial planners to join a leading Independent Financial Brokerage.

    Duties & Responsibilities

    As an independent Financial Brokerage, our client provides exceptional and unique services to professionals within the market. Their success has been built on relationships and professional service to clients for over 30 years.

    • Work with company book of clients to meet and review their portfolio providing professional financial advice and offerings.
    • Prospect and obtain new clients in the market to add to its extensive book.
    • Provide financial products and services in a professional manner, building rapport and confidence in clients.
    • Communicate effectively and efficiently with FSPs and internal departments resolving concerns or queries.
    • Maintain ongoing communication with clients.
    • Develop comprehensive financial plans tailored to individual clients.
    • Provide advice on investment strategies retirement planning estate planning and tax optimization.
    • Stay informed about market trends and economic developments.
    • Assess clients' risk tolerance recommending appropriate risk management strategies.
    • Advise on Investment and Risk Products.
    • Identify opportunities for cross-selling and upselling financial services.
    • Network with professionals attend industry events and participate in marketing initiatives.
    • Ensure compliance with industry regulations and ethical standards.
    • Maintain accurate records and documentation.
    • Stay updated on changes in financial laws and regulations.
    • Prepare regular reports for management and clients.

    Requirements

    • Minimum Matric with Tertiary Education in Finance related field Non-Negotiable (NQF5: Wealth Management/Bcom).
    • RE5 Non-Negotiable.
    • Relevant Class of Business's in place.
    • Fit and Proper.
    • Minimum 3 Years in Financial Planning Role.
    • Excellent command of Microsoft Excel or related software.
    • Experience in working with Professionals and High Net Worth clients.
    • Previous Book not a requirement.
    • Driver's License and Own Vehicle non-negotiable.

    Remuneration

    • R15 000 - R20 000 Experience dependent.
    • Lucrative Commission Structure.

    Please note only shortlisted candidates will be contacted.

    Package & Remuneration

    R 15000 - R 20000 Monthly.

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