*Responsibilities

*The Financial Advisor will be responsible for taking care of their clients financial portfolio. They will also be responsible for making clients aware of the various client products.

*To be successful as a Wealth Planner for our client, you will require the following:

• Valid drivers licence and own reliable vehicle (compulsory)
• Has a unique network in which they can attract and source private client business
• Experience and track record in high performance sales environments
• Recognised tertiary qualification(s), alternatively, will complete a recognised qualification within 1 year of appointment.
• PGDip Financial Planning/CFP® will be considered advantageous, but not a requirement for the role
• Strong sales, interpersonal and business development skills and acumen
• Ability to grow an investment client book within the first 12 months and consistently thereafter
• Needs to be a team player with the ability to function independently as well as be able to grow to manage a small team

*Even if you do not have industry experience, our comprehensive training program and on-going mentoring, will provide you with the knowledge and skills to be successful.

*If building your own professional and profitable business practice appeals to you, then this opportunity will be ideal