Financial Planner/ Wealth Specialist
Latitude Resource
Cape Town, Western Cape, ZA
4d ago
source : Careers24

A rapidly expanding wealth management business with a reputation for excellence, is currently seeking to fill a few exciting and lucrative Financial Planner positions at their head office in Cape Town.

This is an exciting and lucrative opportunity to join a rapidly expanding wealth management business with offices in Cape Town and currently expanding across the country.

The company will allow you to either build you own client base or invest in your current client base. Though new client acquisition will be an integral part of this role, the client will provide candidates with clients to service from the start.

The ideal customer focussed, service orientated, and sales driven candidate should either be a financial / commercially qualified graduate, junior financial planner who wants to build a career in the wealth management environment, or experienced financial planner seeking to join a customer focussed expanding business.

Responsibilities Sourcing and meeting potential clients Analyse financial information obtained from clients to determine strategies, design products and recommend solutions to help clients meet their financial objectives with regards to personal wealth portfolios, retirement planning, insurance, estate planning, etc.

Completing client risk analysis. Reviewing and responding to clients changing needs and financial circumstances by creating and implementing an ongoing service plan to ensure client portfolios are regularly monitored and relevant modification timeously executed.

Protect, secure and grow clients' wealth by providing independent, expert financial advice, retirement planning, estate planning, and tax planning.

Providing investment opportunities across a broad spectrum of regulated products. Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.

Requirements Tertiary Qualifications Relevant tertiary qualification will be highly desirable. Financial Planning Qualifications RE5, RE1, CISI, CFP etc.

will be beneficial, but not essential. Experience Finance, Financial planning or Wealth Management experience. Personality Customer centric & results driven.

Fluent in English and Afrikaans. Clear credit record, with no criminal record. Valid drivers licence (compulsory). Own reliable transport (compulsory).

Further to meeting all the minimum requirements, the following criteria would be essential : Entrepreneurial mind-set (must be able to work independently).

Exceptional Interpersonal skills. An established network of clients and ability to prospect for new business. Sales ability.

Effective planning, organising and time management skills. Computer literacy. Benefits Excellent performance-linked earning potential.

The best training in wealth management working alongside financial experts. The opportunity to attain official financial planning & services qualifications.

Utilise established support tools & services of an international business. Salary Highly lucrative commission only earnings.

Operating costs like office space, communication, IT and general office support included.

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