Our client is a leading financial services provider who provide various services and offerings ranging from Employee Benefit Administration, Asset Management, Healthcare consulting and various other services.The role requires experienced advisors to provide professional advice to its already well-established book of clients and members. You will be working with new and existing client base supplied by the company which is an exciting opportunity to provide your expert financial advice Responsibilities: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 bookProvide financial products and services in a professional manner, building rapport and confidence in the clients.Maintain ongoing communication with clientsDevelop comprehensive financial plans tailored to individual clientProvide advice on investment strategies, retirement planning, estate planning, and tax optimizationStay informed about market trends and economic developmentsAssess clients risk tolerance and recommend appropriate risk management strategiesProvide advice on Investment and Risk Products.Identify opportunities for cross-selling and upselling financial servicesNetwork with professionals, attend industry events, and participate in marketing initiativesEnsure 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.RequirementsMinimum Matric with Tertiary Education in Finance related field Non-Negotiable! (NQF5: Wealth Management/ Bcom/ Finance related qualifications)RE5 Non-NegotiableDrivers License and own vehicle non negotiableRelevant Class of Business's in placeFit and ProperMinimum 3 Years in Financial Planning RoleExcellent command of Microsoft Excel or related softwareRemunerationR15 000 - R25 000 Basic Salary (Experience/Qualification dependent)Lucrative Commission Structure***Please note, only shortlisted candidates will be contacted***