Financial Planner - Port Elizabeth

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.