Candidate Requirements

 

Responsibilities

• Sourcing and meeting potential clients
• Analyse financial information obtained from clients to determine strategies, design products and recommend solutions to help clients meet their financial objectives with regard to personal wealth portfolios, retirement planning, insurance, estate planning, etc.
• Completing financial needs analysis on clients.
• Reviewing and responding to clients changing needs and financial circumstances by creating and implementing an ongoing service plan to ensure client portfolios are regularly monitored and relevant modifications timeously executed.
• Protect, secure, and grow clients' wealth by providing independent, expert financial advice, retirement planning, estate planning, and tax planning.
• Providing investment opportunities across a broad spectrum of regulated products.
• Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.

Requirements

• Tertiary Qualifications – Relevant tertiary qualifications will be highly desirable.
• Financial Planning Qualifications – RE5, NQF5, CFP, etc. will be beneficial, but not essential.
• Experience – Finance, Financial planning, or Wealth Management experience.
• Personality – Customer-centric & results driven.
• Professional Communication standards
• Clear credit record, with no criminal record.
• Valid driver’s license (compulsory).
• Own reliable transport (compulsory).

Further to meeting all the minimum requirements, the following criteria would be essential:

• Entrepreneurial mindset (must be able to work independently).
• Exceptional Interpersonal skills.
• An established network of clients and the ability to prospect for new business.
• Sales ability.
• Tenacity.
• Effective planning, organizing, and time management skills.
• Computer literacy.

Benefits

• Excellent performance-linked earning potential.
• The best training in wealth management working alongside financial experts.
• The opportunity to attain official financial planning & services qualifications.
• Utilise established support tools & services of an international business.

Salary

• Highly lucrative commission-only earnings.
• Operating costs like office space, communication, IT, and general office support are included.