Financial Planner

Updated: March 21, 2024 11:00 AM GMT

The Talent Experts

Beaufort West

Are you tired of being "tied down" and ready to join an independent brokerage that supplies you with endless leads?

Is this you?

Your experience working in Wealth Management/Financial Planning and your amazing relationships with clients sets you far above the rest! You take pride in what you do and you are always open to learning more. You love working as part of a team to ensure your clients get the best possible service, then this role is for you.

What you'll be doing (and why you'll enjoy it)

You will receive leads on a daily baisis, follow a detailed financial planning process to onboard all prospective clients and advise them on their investments. You will assist clients with tax planning, estate planning, wills and offshore investing where required. You will conduct investment reviews with your clients and monitor all FICA compliance as required. You will be provided with leads to help you build your portfolio of clients, so no need for you to go out and cold call/hunt for... More Detail