Wealth Adviser | Sandton at The Recruitment Council

• Are you a dynamic financial professional looking to step into a thriving, well-established office? Our client, a leading name in the Financial Services industry, is seeking a Mid-Level Wealth Adviser to join their team on a full-time basis.  
• In this role, you will inherit a dedicated portfolio of clients to assist with comprehensive financial planning and advice, while actively driving new business development to grow your network.  

Key Responsibilities:  

• Financial Advice & Planning: Provide expert financial advice and strategic planning to clients.
• Portfolio Management: Efficiently manage and maintain client portfolios. 
• Client Relations: Actively handle and resolve client enquiries with top-tier service.
• Admin & Compliance: Compile and process new policy applications, ensuring strict adherence to administration and compliance standards.
• Business Development: Oversee ongoing business maintenance and cultivate new client relationships.

Requirements:  

• Education: A University Degree specifically a BCom in Finance, Business Finance, Investments, Financial Planning Law, Financial Sciences, Investment Management, or Economics.
• Experience: 3 or more years of experience working within an intermediary financial services environment. 
• Licensing: Must have passed the Regulatory Exam (RE5) for Representatives. 
• Tools & Mobility: High computer literacy (MS Office), a valid driver’s license, and access to your own vehicle.
• A Post Graduate Diploma in Financial Planning.
• A CFP Qualification.
• Strong analytical thinking and skills.
• Exceptional customer service orientation.
• Confident presentation skills.