Wealth Planner (Advice & Sales)

We seek driven, motivated individuals with strong people skills, a growth mindset, and the ambition to succeed. Our elite programme equips you with the training, mentorship, and support to thrive.

Are you a driven sales professional with a passion for achieving results? Take the next step in your career and join a corporate environment where your ambition, performance, and potential are recognised and rewarded.

• Networking and prospecting to establish and maintain long-term client relationships ( generate new business via various methods of prospecting and referrals)
• Attend meetings with clients, both in-person and virtual
• Conduct detailed financial needs analysis and provide professional advice
• Create and protect the financial security and wealth of others
• Assist clients in achieving their financial goals and maintain and grow client portfolios
• Assist with queries and complaints
• Do regular client reviews
• Remain accredited and up to date with relevant market and industry related subjects

*This role falls within the FAIS regulatory framework

• Tertiary qualification is preferred (Matric essential)
• Previous experience in an external sales environment is a very strong advantage.
• At least three years full time working experience
• Ability to network, prospect, negotiate and build relationships
• Ability to work independently but as part of a larger team
• Clear credit and criminal record
• Vehicle and driver's license (non-negotiable)
• Own reliable laptop
• Career driven person with determination and excellent interpersonal skills.

Please apply online OR email your CV to ***email_hidden***

*Shortlilsted candidates will be contacted via email