Wealth Adviser

Role: Wealth Adviser Category: Insurance Location: Sandton Salary: Market-related 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 cultivat...