Centurion: Financial Advisor / Planner

Requirements: Matric. Own reliable vehicle and laptop. Bachelors degree (BCom, BA, LLB, or related degree) Must be bilingual English and Afrikaans Skills: Experience in sales/key accounts/customer relations/marketing/business development. Good interpersonal skills and ability to build and maintain quality client relationships. Resilient, competitive, ambitious, confident, positive attitude and entrepreneurial spirit. Ethical mindset, strong value system, and team-orientated. Sales / Retail / Business Development experience Responsibilities: Below is a basic description of your day-to-day duties, because each new employee has a different level of industry experience or qualification the below might not be the exact duties when you start and you might have to start within the training -phase but all will be discussed if you are invited for an interview. Client Consultation & Relationship Management: Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and current financial situation. Developing Financial Solutions: Create tailored financial solutions addressing wealth creation, debt management, and protection strategies. Investments (Local and Offshore): Provide informed and strategic investment solutions, considering clients’ risk tolerance, investment horizon, and financial objectives. Risk Analysis: Identify and mitigate financial risks and propose risk management strategies, including insurance and diversification, to safeguard clients’ financial security. Retirement Planning: Design strategies to ensure financial independence during retirement. Tax Strategies: Implement tax-efficient strategies to optimize clients financial situation and minimize tax liabilities. Estate Planning: Assist with estate structuring and drafting wills to ensure seamless asset transfer. Business Assurance: Offer financial solutions for business stability, including succession planning, risk management, and fringe benefits. As well as enhance profitability by creating a tailored framework for managing finances effectively. Financial Markets & Personal Branding: Stay updated on financial market trends and create/maintain a professional personal brand. Client Education: Simplify financial concepts to empower clients to make informed decisions. Please note only shortlisted candidates will be contacted. If you have not heard from us in 2 weeks, please consider your application unsuccessful.