Job Description

Company Overview:

Lucas Ash is excited to partner with South Africa's largest and most innovative insurance provider in our search for dynamic Wealth Planners and Financial Planners. By joining this industry-leading organisation, you will have the opportunity to accelerate your career while providing top-tier financial solutions to a diverse client base.

:

We are actively recruiting for proactive, knowledgeable, and highly-skilled Wealth Planners/Financial Planners to join our partner organisation. Your role will be to offer tailored financial advice that empowers individuals and businesses to achieve their financial goals.

Key Responsibilities:

• Conduct comprehensive financial needs analyses for prospective and existing clients.
• Develop and present customised financial plans and strategies.
• Recommend a broad array of financial products and services, including insurance, investments, estate planning, etc.
• Foster and maintain long-term client relationships.
• Collaborate with internal teams to provide a seamless client experience.
• Stay updated on industry trends, policies, and regulations.

Benefits:

• No Requirement for Driver's License or Car: Our office locations are accessible through public transport, making your commute hassle-free.
• Back Office Support: Enjoy the luxury of focusing on your core responsibilities while we handle all your administrative tasks.
• Competitive Compensation Package: Includes a basic salary, commission, an additional 3-month training bonus, and more.
• Medical Aid Contribution: Your well-being is important to us.
• Bonus Incentive: Earn lucrative bonuses over and above any commissions, as a token of recognition for your hard work and dedication.

Qualifications:

• Bachelor's Degree in Finance, Business Administration, or related field (preferred) but not mandatory.
• Certified Financial Planner (CFP) qualification is a plus, but not mandatory.
• Strong analytical, interpersonal, and communication skills.
• Self-motivated and able to work both independently and collaboratively.

How to Apply:

If you are passionate about financial planning and eager to make a significant impact in a leading organization, we want to hear from you. Please send your CV along with a cover letter outlining your relevant experience to info@lucasash.com

Seize this exceptional opportunity to advance your career with a company where innovation meets opportunity. Apply today!

Lucas Ash