Financial Broker - Johannesburg at GJM Ultra Holdings

Job Summary:
We are seeking a highly skilled, self-motivated, and dynamic individual who is passionate and has entrepreneurial spirit to join our growing team. The ideal candidate should have a deep understanding of financial planning and investments. The successful candidate will also possess excellent communication and interpersonal skills to build and maintain strong client relationships.

Responsibilities:

• Responsible for the procurement of new business.
• Provide customized financial planning and investment advice to existing and new clients based on their individual goals, risk tolerance, and financial situation.
• Develop and maintain a comprehensive understanding of financial products, investment strategies, tax laws, and regulatory requirements.
• Analyze financial data, review clients' investment portfolios, and make recommendations to optimize their financial objectives.
• Assist clients in completing applications, medical examinations, and all other documentation required for insurance underwriting.
• Continuously monitor and review client portfolios to ensure policies remain relevant, efficient, and aligned with their evolving needs.
• Face to face meetings and brand awareness – with regards to our Tax Department, Billing Department, Short Term Department, Fiduciary etc.

 Qualifications:

• Bachelor's degree in finance, accounting, economics, or related field.
• A professional certification such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) is highly desirable.
• Proven track record as a Financial Advisor, with a minimum of 2 - 5 years of relevant experience in financial planning and investment management.
• FAIS Compliance
• RE5
• Valid driver’s license and own vehicle (Non-negotiable)
• Clear criminal and credit check
• Minimum of 2 - 5 years working experience (preferably in sales)
• Excellent Communication Skills