Financial Planner - Port Elizabeth
Finance/Accounting - Finance/Accounting Management Port Elizabeth FULL TIME Job Summary Requirements: * A tertiary qualification is non-negotiable. * Experience in Financial Planning. * Proven ability to generate new business and expand a client portfolio. * Excellent communication and interpersonal skills. * Fully bilingual. * Own reliable transport and a valid driver's licence. Responsibilities: * Acquire new clients and grow the brokerage's client base. * Market and promote the brokerage's financial planning products. * Build and maintain strong relationships with new and existing clients. * Generate new business through networking, referrals, and professional relationship building. * Identify client needs and provide appropriate financial solutions. * Ensure compliance with all relevant legislation and industry regulations, including FAIS, FICA, and other applicable requirements. * Maintain high standards of professionalism and customer service. Please note that if you do not receive a response within 2 weeks of your application, your application has been unsuccessful. Headhunters Recruiter
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