Advisor, Financial Planning

Build relationships with new and existing clients to understand their financial goals. Conduct a financial needs analysis and develop financial plans for clients. Conduct research on investment options, insurance policies, and other financial…

• 1 years’ experience in sales & client servicing (preferred)
• Minimum NQF 5 qualification in Wealth Management / Financial Planning / Finance / Banking (or any related fields)
• Strong interpersonal and client relationship skills
• Self-motivated, ethical, and goal-oriented