Are you a skilled Client Advisor with 3-5 years experience in financial planning?

Join our clients dynamic team and take your career to the next level! Were seeking motivated professionals with a proven track record in client relationship management and financial advice, who are ready to grow their book of business and maximize their earning potential.

What's On Offer:

• Fully equipped office space with comprehensive administrative support
• Competitive remuneration with up to 100% commission plus performance bonuses
• Advanced business coaching and continuous professional development
• Access to industry experts, specialist support, and cutting-edge financial tools
• Membership in pension and group life schemes
• Assistance with technology acquisition and ongoing operational support

Your Key Responsibilities:

• Manage and expand a portfolio of clients through proactive relationship-building
• Deliver tailored, comprehensive financial planning solutions that address client needs
• Identify new business opportunities and provide exceptional client service to ensure retention and growth

What Were Looking For:

• 3-5 years experience as a Client Advisor in financial planning or related field
• Completion of Regulatory Exams (RE) or equivalent certification (Non-negotiable)
• Strong client management skills and ability to nurture long-term relationships
• Excellent communication, presentation, and networking abilities
• Grade 12 or equivalent qualification
• Valid drivers license and own vehicle
• Clean criminal record and good credit history

Ready to leverage your experience and accelerate your career growth? Apply now to join a supportive team that values your expertise and rewards your performance!