Wealth Adviser

SUMMARY:
Wealth Adviser

POSITION INFO:
Role: Wealth Adviser Category: Insurance Location: Sandton Salary: Market-related Are you a dynamic financial professional looking to step into a thriving, well-established office? Our client, a leading name in the Financial Services industry, is seeking a Mid-Level Wealth Adviser to join their team on a full-time basis. In this role, you will inherit a dedicated portfolio of clients to assist with comprehensive financial planning and advice, while actively driving new business development to grow your network. Key Responsibilities: Financial Advice & Planning: Provide expert financial advice and strategic planning to clients. Portfolio Management: Efficiently manage and maintain client portfolios. Client Relations: Actively handle and resolve client enquiries with top-tier service. Admin & Compliance: Compile and process new policy applications, ensuring strict adherence to administration and compliance standards. Business Development: Oversee ongoing business maintenance and cultivate new client relationships. Requirements: Education: A University Degree specifically a BCom in Finance, Business Finance, Investments, Financial Planning Law, Financial Sciences, Investment Management, or Economics. Experience: 3 or more years of experience working within an intermediary financial services environment. Licensing: Must have passed the Regulatory Exam (RE5) for Representatives. Tools & Mobility: High computer literacy (MS Office), a valid driver's license, and access to your own vehicle. A Post Graduate Diploma in Financial Planning. A CFP Qualification. Strong analytical thinking and skills. Exceptional customer service orientation. Confident presentation skills. Send your application to i