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 ...