Wealth Planner (Advice & Sales)

If you're motivated by targets, enjoy building relationships, and want your earning potential to reflect your performance, this could be the opportunity you've been looking for.

Join a leading corporate financial services business that invests in your success through comprehensive training, dedicated mentorship, and ongoing professional development. We're looking for ambitious, self-driven individuals who are ready to build a rewarding career and take ownership of their future.

Success in this role requires an entrepreneurial mindset. You will be responsible for building your own client portfolio through networking, prospecting, referrals, and developing new business opportunities.

• Networking and prospecting to establish and maintain long-term client relationships ( generate new business via various methods of prospecting and referrals)
• Attend meetings with clients, both in-person and virtual
• Conduct detailed financial needs analysis and provide professional advice
• Create and protect the financial security and wealth of others
• Assist clients in achieving their financial goals and maintain and grow client portfolios
• Assist with queries and complaints
• Do regular client reviews
• Remain accredited and up to date with relevant market and industry related subjects

*This role falls under the Financial Advisory and Intermediary Services (FAIS) Act

• Tertiary qualification is preferred (Matric essential)
• Previous experience in an external sales environment is a very strong advantage.
• At least three years full time working experience
• Ability to network, prospect, negotiate and build relationships
• Ability to work independently but as part of a larger team
• Clear credit and criminal record is essential
• Vehicle and driver's license (non-negotiable)
• Own reliable laptop is required
• Career driven person with determination and excellent interpersonal skills.

Please apply online OR email your CV to ***email_hidden***

* Shortlisted candidates will be contacted via email, so keep an eye on your inbox