- Durban North
- Salary: R15 000.00 - R20 000.00 Per Month
- Job Type: Permanent
- Sectors: Investment Sales
- Reference: 90632
Vacancy Details
Employer: GJM Ultra Holdings (Pty) Ltd
Financial Planner
About the company:
We are an independent, specialist brokerage. We offer financial planning, asset management, short-term insurance, tax and estate planning to medical practitioners nationally.
About the role:
We are seeking suitably experienced financial advisor's who are self-motivated, dynamic and who share a passion for service excellence to join our growing team.
The role is about shaping the future of our niche client base and assisting them to achieve their financial goals by providing them with holistic financial advice which encourages their financial freedom. The ideal candidate should have a deep understanding of financial planning and investments. The successful candidate will be responsible for identifying new business opportunities within our existing and new client base, as well as building and maintaining good relationships with our clients and providing them with the best financial advice.
Responsibilities:
- Responsible for identifying new business.
- Provide customized financial planning and investment advice to existing and new clients based on their individual goals, risk tolerance, and financial situation.
- Develop and maintain a comprehensive understanding of financial products, investment strategies, tax laws, and regulatory requirements.
- Analyze financial data, review clients' investment portfolios, and make recommendations to optimize their financial objectives.
- Assist clients in completing applications, medical examinations, and all other documentation required for insurance underwriting.
- Continuously monitor and review client portfolios to ensure policies remain relevant, efficient, and aligned with their evolving needs.
- Face to face meetings and brand awareness – with regards to our Tax Department, Billing Department, Short Term Department, Fiduciary etc.
Qualifications:
- 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
- Drivers License and Own Vehicle non-negotiable
Lucrative commission structure
3 people have applied for this job. 278 people have viewed this job.
About GJM Ultra Holdings (Pty) Ltd
GJM Ultra Holdings is an independent, specialist financial brokerage with offices in Johannesburg as well as in Durban. We offer financial planning, asset management, short term insurance and tax and estate planning functions to medical practitioners nationally.
We have a client base of over 1500 medical practitioners and more than 10 billion under asset management and have received over 180 awards for excellence within our industry. At present, founder Greg Meaden is Man of the Year for Sanlam and top 5 for three other insurance companies. He has experience in excess of 29 years.
GJM Ultra Holdings have over 75 staff members who are specialists within the above-mentioned areas. We assist our clients from start to finish managing their billing, tax, sort term insurance, long term insurance and asset management.
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