Wealth Planner - No prior industry related experience required: Full training provided

Are you looking for a career change or a new career opportunity to grow your own business? Are you an ambitious, self-motivated, highly energetic and determined entrepreneur with a passion for people and want to help people achieve their dreams by ensuring that they have the financial means to pursue them? Then YOU may be just the person we are looking for. Join a team of successful advisors within our organisation and receive leading industry training, mentorship program and an ongoing support structure to help you build your career and grow your portfolio. Your Role Develop a roadmap to help clients build, protect, and transition their finances and wealth by looking at all areas of their financial life including retirement, tax, legacy, and business planning. Work directly with clients as their financial wellness coach, helping them improve their lives by educating and empowering them to reach their financial goals. Provide sound, comprehensive financial advice and guidance and help clients make sense of their financial lives in actionable ways, ensuring a high-quality client experience during every interaction Construct personalised financial plans that aims to achieve the financial goals of clients according to their specific lifestyles and financial needs Meet with clients to form a financial outlook including expenses, income, insurance coverage, objectives, tax status, risk tolerance, or other elements to build a financial plan; and implement the necessary steps for creating and accumulating wealth Obtain new clients and be innovative in crafting solutions to improve their financial situation and ensure that goals are met, whilst fostering long-lasting relationships. Seek out new clients and develop clientele through referrals and by networking to find new customers and generate lists of prospective clients. Build and manage your professional practice. Clear Credit record No Criminal record Own transport and valid drivers license Own laptop Resources to be able to work remotely when required Good / Unlimited Internet Connection Covid Vaccination mandatory Qualifications Grade 12 (Matric) Degree / BCOM Advantageous Minimum 3 years working experience Competencies Strong work ethic Must be comfortable to work with new technologies, and be proficient on a computer Strong Emotional Intelligence to thrive in a highly challenging and fast paced environment You are a go-getter who can take the initiative and doesnt need their hand held You are a self-starter, with high energy levels and passionate about making a difference Solutions orientated and a problem solver and you think outside the box

Location: Cape Town Region, ZA

Posted Date: 11/16/2024