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- Provide professional financial guidance and recommendations to clients from our company book, reviewing their portfolios and offering tailored advice.
- Identify and acquire new clients in the market to expand our existing client base.
- Promote and deliver financial products and services with professionalism, fostering trust and confidence among clients.
- Collaborate with Financial Service Providers (FSPs) and internal departments, ensuring effective communication and swift resolution of concerns or queries.
- Maintain ongoing dialogue with clients to address their needs and preferences.
- Develop comprehensive financial plans tailored to each individual client's unique circumstances.
- Offer expert advice on investment strategies, retirement planning, estate planning, and tax optimization.
- Stay informed about market trends, economic developments, and regulatory changes.
- Evaluate clients' risk tolerance and recommend suitable risk management strategies.
- Advise clients on Investment and Risk Products.
- Identify opportunities for cross-selling and upselling financial services.
- Nurture relationships with professionals, attend industry events, and participate in marketing initiatives.
- Ensure adherence to 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.
- Minimum Matric qualification with tertiary education in a finance-related field (Non-Negotiable).
- RE5 qualification (Non-Negotiable).
- At least 3 years of experience in a financial planning role.
- Excellent command of Microsoft Excel or related software.
- Experience working with professionals and high-net-worth clients.
- A valid driver's license and own vehicle are mandatory.
Financial Planner - Kempton Park - Greys Personnel

Description
Responsibilities:
Requirements:
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Financial Planner
Sanlam Limited- Sandton
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Financial Planner
Nexus Recruitment- Sandton
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Financial Planner
Standard Bank of South Africa Limited- Johannesburg
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Financial Planner
Sanlam Limited- Roodepoort
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Financial Planner
Standard Bank Group- Johannesburg
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Financial Planner
Standard Bank of South Africa Limited- Johannesburg
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Financial Planner
Standard Bank Group- Johannesburg
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Financial Planner
Nedbank- Johannesburg
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Financial Planner
Catch Recruit- Gauteng
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Financial Planner
Sanlam Limited- Gauteng
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Financial Planner: Elyon BlueStar
Sanlam Group- Boksburg
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Financial Planner: Elyon BlueStar
Sanlam Limited- Boksburg
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Financial Planner – SSFP
Armstrong Appointments- Johannesburg
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Salaried Financial Planner
Fouche & Co Pty Ltd- Johannesburg
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Executive Financial Planner
Standard Bank Group- Johannesburg
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Financial Planner Johannesburg
Armstrong Appointments- Johannesburg
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Financial Advisor/Planner
IWCP : Insurance & Wealth Creation Professionals- Johannesburg
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Executive Financial Planner
Standard Bank Group- Johannesburg
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Financial/Wealth Planner and Advisor
Liberty Group Ltd- Pretoria
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Financial Planner: Sakhumzi MOB
Sanlam Group- Soweto
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Financial Planner TT Mbha
Sanlam Group- Gauteng