Are you a talented professional in EAST LONDON eager to make a lasting impact?

We’re on the lookout for visionary Financial Planners who are driven to empower clients, inspire financial confidence, and help shape a brighter financial future for South Africans.

Join our team of experts and make a meaningful difference while advancing your career with a firm that values your ambition and expertise.

If you’re ready to go beyond the ordinary, we want to hear from you!

REMUNERATION

R 10000.00 startup stipend (new to industry advisers only)

In addition you will earn 70% uncapped commission

Company benefits including medical aid, provident fund and bonuses

      Training and development

DUTIES and RESPONSIBILITIES

Client Consultation & Assessment: Meet with clients to understand their financial objectives and current situations.

Financial Planning: Develop personalized financial strategies to meet clients’ unique needs, including retirement planning, investment management, tax planning, and risk management.       

Investment Advice: Guide clients on investment opportunities based on risk tolerance, objectives, and market trends.

Ongoing Relationship Management: Build and maintain long-term relationships with clients, conducting regular reviews to adjust strategies as life and market conditions change.

Compliance and Ethical Standards: Adhere to regulatory and ethical standards to ensure trust and transparency.

Continuous Development: Stay updated on financial products, industry trends, and regulatory changes.