Ax an independent Financial Brokerage, our client provides exceptional and unique services to professionals within the market. Their success has been built on the relationships and professional service it has provided it's clients for over 30 years.

Responsibilites:

Work with company book of clients to meet and review their portfolio providing professional financial advice and offerings.
Prospect and obtain new clients in the market to add to it's already extensive book
Provide financial products and services in a professional manner, building rapport and confidence in the clients.
Work with various FSP's and internal departments and communicate effectively and efficiently in resolving concerns or queries.
Maintain ongoing communication with clients
Develop comprehensive financial plans tailored to individual client
Provide advice on investment strategies, retirement planning, estate planning, and tax optimization
Stay informed about market trends and economic developments
Assess clients risk tolerance and recommend appropriate risk management strategies
Provide advice on Investment and Risk Products.
Identify opportunities for cross-selling and upselling financial services
Network with professionals, attend industry events, and participate in marketing initiatives
Ensure compliance with industry regulations and ethical standards.
Maintain accurate records and documentation.
Stay updated on changes in financial laws and regulations.
Prepare regular reports for management and clients.

Requirements

Minimum Matric with Tertiary Education in Finance related field Non-Negotiable! (NQF5: Wealth Management/ Bcom)
RE5 Non-Negotiable
Minimum 3 Years in Financial Planning Role
Excellent command of Microsoft Excel or related software
Experience in working with Professionals and High Net worth clients.
Previous Book not a requirement
Drivers License and Own Vehicle non-negotiable

Remuneration