Wealth Adviser | Sandton
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:
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.
- 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.
