Financial Planner Durban

About the company: We are an independent, specialist brokerage.

We offer financial planning, asset management, short-term insurance, tax, and estate planning to medical practitioners nationally.

About the role:

We are seeking suitably experienced financial advisors who are self-motivated, dynamic, and who share a passion for service excellence to join our growing team.

The role involves shaping the future of our niche client base and assisting them to achieve their financial goals by providing them with holistic financial advice which encourages their financial freedom.

Responsibilities:

1. Identify new business opportunities within our existing and new client base.
2. Build and maintain good relationships with clients.
3. Provide customized financial planning and investment advice based on individual goals, risk tolerance, and financial situation.
4. Develop and maintain a comprehensive understanding of financial products, investment strategies, tax laws, and regulatory requirements.
5. Analyze financial data, review clients' investment portfolios, and make recommendations to optimize their financial objectives.
6. Assist clients in completing applications, medical examinations, and all other documentation required for insurance underwriting.
7. Continuously monitor and review client portfolios to ensure policies remain relevant, efficient, and aligned with their evolving needs.
8. Conduct face-to-face meetings and promote brand awareness regarding our Tax Department, Billing Department, Short Term Department, Fiduciary, etc.

Desired Experience & Qualifications:

Minimum of 3-5 years' experience (preferably in sales).

Valid driver's license and own vehicle (Non-negotiable).

Clear criminal and credit check.

Qualifications: Minimum requirements: NQF5, RE5, Class of Business Long Term Insurance (Non-negotiable). CFP candidates preferred.

Package & Remuneration:

R15k – R20k + Commission

Interested? A Consultant will be in touch if you are shortlisted for the position. Please consider your application unsuccessful should you not have been contacted within 2 weeks. We will keep your CV on our database and contact you should you match the criteria of any other vacancies.