Financial advisor

Company Description

Our client is a professional wealth and financial planning institution that provides clients with holistic financial guidance, long-term wealth strategies and tailored advisory solutions.

The business focuses on:

Financial planning and advice Holistic wealth strategy and advisory services Pension fund management Estate planning, wills and trusts Retirement planning and advisory Investment strategy and portfolio management Insurance solutions

The company is looking for driven, professional and client-focused Financial Advisors who are passionate about helping individuals, families and businesses make informed financial decisions and build long-term financial security.

Location

Kimberley, Cape Town, Johannesburg, Pretoria, Durban and Bloemfontein

Role Description

The Financial Advisor will be responsible for providing professional financial guidance to clients, identifying client needs, building and maintaining client relationshi...