Responsibilities:Work with the companys book of clients to meet and review their portfolios, providing professional financial advice and offerings.Prospect and obtain new clients in the market to add to our extensive book.Provide financial products and services in a professional manner, building rapport and confidence with clients.Collaborate with various FSPs and internal departments to resolve concerns or queries effectively and efficiently.Maintain ongoing communication with clients.Develop comprehensive financial plans tailored to individual clients.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 clientRequirements:Minimum Matric with Tertiary Education in a Finance-related field (NQF5: Wealth Management/BCom) - Non-Negotiable!RE5 - Non-Negotiable!Relevant Class of Business Fit and ProperMinimum 3 years in a Financial Planning roleExcellent command of Microsoft Excel or related softwareExperience in working with professionals and high-net-worth clientsPrevious book not a requirementDrivers License and Own Vehicle - Non-Negotiable!Remuneration: R20 000 - R30 000 CTC **Only shortlisted candidates will be contacted**