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! We’re 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 We’re 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 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! #J-18808-Ljbffr
Client Advisor Financial Planning (Sales Experience Required)
AO-ADVISORY
durban, durban
Published 23 days ago
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