Wealth Planner - East London

Description:

Are you a dynamic entrepreneur with a passion for excellent outcomes?

This is a unique opportunity to be empowered and run your own business within a business

We embrace a flexible, collaborative and dynamic workplace and are technologically innovative.

We are currently sourcing Financial Planners to join our dynamic team in East London.

• Regardless of their specialization, all financial planners have the same objective: to help their clients reach their financial goals. This guidance comes with enormous responsibility.
• Financial planners spend their days meeting with prospective clients, implementing solutions with new clients and reviewing plans with existing clients.
• Financial planners help their clients make more informed financial decisions. Those decisions can be anything from how to start investing to retirement or estate planning.
• Giving advice to clients is a privilege, They are trusting you with the intimate details of their finances. Earning that trust requires passing rigorous exams and holding yourself to the highest standards of professionalism and integrity.

Requirements:

Are you a dynamic entrepreneur with a passion for excellent outcomes?

This is a unique opportunity to be empowered and run your own business within a business

We embrace a flexible, collaborative and dynamic workplace and are technologically innovative.

We are currently sourcing Financial Planners to join our dynamic team in East London.

• Regardless of their specialization, all financial planners have the same objective: to help their clients reach their financial goals. This guidance comes with enormous responsibility.
• Financial planners spend their days meeting with prospective clients, implementing solutions with new clients and reviewing plans with existing clients.
• Financial planners help their clients make more informed financial decisions. Those decisions can be anything from how to start investing to retirement or estate planning.
• Giving advice to clients is a privilege, They are trusting you with the intimate details of their finances. Earning that trust requires passing rigorous exams and holding yourself to the highest standards of professionalism and integrity.

• Regardless of their specialization, all financial planners have the same objective: to help their clients reach their financial goals. This guidance comes with enormous responsibility.
• Financial planners spend their days meeting with prospective clients, implementing solutions with new clients and reviewing plans with existing clients.
• Financial planners help their clients make more informed financial decisions. Those decisions can be anything from how to start investing to retirement or estate planning.
• Giving advice to clients is a privilege, They are trusting you with the intimate details of their finances. Earning that trust requires passing rigorous exams and holding yourself to the highest standards of professionalism and integrity.

• Customer Care: 1 to 2 years
• Sales: 1 to 2 years

• Tertiary education in law, economics, finance, entrepreneurship or similar
• Matric certificate essential
• Clear criminal and credit record
• Valid drivers license and vehicle
• Financial planners need both strong interpersonal and analytical skills. They must be able to analyse investment and financial data then clearly communicate their findings to their clients
• An aptitude for sales and marketing and a solid network will stand you in good stead for a career in financial planning

• Tertiary education in law, economics, finance, entrepreneurship or similar
• Matric certificate essential
• Clear criminal and credit record
• Valid drivers license and vehicle
• Financial planners need both strong interpersonal and analytical skills. They must be able to analyse investment and financial data then clearly communicate their findings to their clients
• An aptitude for sales and marketing and a solid network will stand you in good stead for a career in financial planning