Plutus Consulting is a registered Sanlam franchise based in Umhlanga with huge corporate ambitions and clients financial situations, needs, and goals. Providing guidance and recommendations on financial products products and strategies. Executing and monitoring financial plans and portfolios. Creating and maintaining
WILLING TO MOVE Key Responsibilities: Client Consultation and Needs Assessment: Conduct thorough needs clients to foster trust and loyalty. Provide ongoing support and service to clients, addressing any questions
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers customers who are entrusting their and their families financial futures to them. The role calls for formal in-house prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous continuous professional development. As a financial services professional, you will be accountable for
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric customer-centric approach. An accredited financial advisor commands the respect and trust of those customers customers who are entrusting their and their families financial futures to them. The role calls for formal in-house prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous continuous professional development. As a financial services professional, you will be accountable for
Plutus Consulting is a registered Sanlam franchise based in Umhlanga with huge corporate ambitions and clients financial situations, needs, and goals. Providing guidance and recommendations on financial products products and strategies. Executing and monitoring financial plans and portfolios. Creating and maintaining
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting per month whilst in training for first 3 months Support with industry related qualifications Access to at no cost Full access to a range of specialist support staff Development and career progression Opportunity as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities
lifetime goals by identifying their financial needs, providing sound financial advice, recommending, and implementing implementing "fit for purpose" financial plans and solutions. 75% - 100% share of commission when meeting per month whilst in training for first 3 months Support with industry related qualifications Access to at no cost Full access to a range of specialist support staff Development and career progression Opportunity as we have an independent subsidiary to allow advisors to broker note their clients with Opportunities
to help clients work toward their long-term financial goals. You will need to have extensive Business attitude. Responsibilities Identified client financial goals and risk tolerance to recommend suitable maximize income and save money. Advise clients on financial matters and provide recommendations on long term
WILLING TO MOVE Key Responsibilities: Client Consultation and Needs Assessment: Conduct thorough needs clients to foster trust and loyalty. Provide ongoing support and service to clients, addressing any questions
Join Our Award-Winning Franchise as a Financial Sales Advisor and Entrepreneur IWCP (Insurance and Wealth Condult Financial Needs Analysis for Clients (in-depth training provided) Provide Sound Financial and Product with a passion for helping clients achieve their financial goals. Entrepreneurs who are ready to invest in become a qualified financial adviser with prospects to attain the Certified Financial Planner (CFP) title