Financial Planner

 

Recruiter:

SHARON NUROCK RECRUITMENT CC

Job Ref:

DUR002043/SN

Date posted:

Saturday, March 6, 2021

Location:

Durban, South Africa

Salary:

up to 20 000 per month Monthly


SUMMARY:
Our client is a longstanding, national team of Wealth Specialists. They boast a local "dream team" of Wealth Planners, who are growing their book and seek a strong and credible professional individual to join this team.

POSITION INFO:

Summary:

Wealth Planners are Financial Advisors who are sales driven financial services professionals with a passion for prospecting, advising, and servicing High Net Wealth (HNW) clients with a specific focus on their lump sum investments and estates planning needs. These client needs are achieved through the local and offshore Personal Share Portfolio (PSP) and Fund product offerings.

The role is ideal for a sales-driven individual, who wants to establish and build a career in a private client advisory environment which is achieved through growing an investment client book within the company''s Regional Offices.

Minimum Requirements:

  • Recognised tertiary qualification to be able to provide client advice and be added to the licence.
  • Written and passed the Representative (RE5) exam and are currently on the FSP''s licence as a Representative giving advice and providing an intermediary service.
  • Minimum 5 years’ experience in a Financial Advisory role.
  • Postgraduate Diploma in Financial Planning preferred.
  • Valid driver''s licence.

The Right Person:

  • Experience and track record in high performance sales environments.
  • Experience in investment advisory to clients as a Wealth Manager in the High Net Wealth segment will be considered advantageous.
  • Strong sales, interpersonal and business development skills and acumen.
  • Ability to demonstrate a high level of new business prospecting activity.
  • Ability to grow an investment client book within the first 12 months and consistently thereafter.
  • Has an unique network in which you can attract and source private client business as well as IFAs that want to merge their investment client books into the company.
  • Needs to be a team player with the ability to function independently as well as be able to grow to manage a small team.


 

NB! This job is now closed. You can apply for other jobs by uploading your CV.



 

 

 

Similar jobs you might be interested in:

Financial Planning Assistant
Location: Hillcrest
Salary: Monthly
Leading organisation within the "investments and financial services industry" requires a financial Planning Administrator for the KZN branch.  This position is based in Kloof / Gillitts.
16 days ago


Financial Planning Partner Assistant
Location: Hillcrest
Salary: Monthly
Our client in the financial Services industry is currently looking to employ financial Planning Partner Assistant based in KZN (Gillitts).A wonderful career opportunity awaits you.
20 days ago


Insurance Advisor
Location: Durban
Salary: 1. Choice of different adviser contracts 2. Up to 90% commission 3. Vesting Bonuses for the first 2 years 4. Performance Bonus (13th cheque) in December
financial planner
24 days ago


Foreign Treasury and Financial Institution Manager
Location: Durban
Salary: R480 000.00 – R540 000.00
Foreign Treasury and financial Institution Manager
Today


Financial Accountant
Location: Durban
Salary:
Our client is a listed entity and definitely an Employer of Choice. They require a financial Accountant for an 8-month contract to assist with the Group Reporting and Treasury function.
1 day ago


Group Financial Director CA(SA)
Location: Durban
Salary:
1 day ago


Financial Manager - Kokstad
Location: Durban
Salary:
financial Manager – KokstadOur reputable client is seeking an experienced financial Manager to join their team.
1 day ago


Financial Manager /Accountant
Location: Pinetown
Salary: R400 000 Annually
financial Manager / Accountant from Manufacturing sector required for a dynamic company in KZN
2 days ago


Financial Manager
Location: Durban
Salary:
7 days ago


Financial Manager (Operations)
Location: Durban
Salary: 1000000 Annually
Are you looking to take the next step in your career?
8 days ago


Create a free job alert for Financial Planner in Durban

Enter your email address below and we will email you similar jobs when they become available:

You can cancel at any time. We will not spam you.
By giving us your email address your agree to our Terms and Conditions