Junior Financial Planner
Unlisted company
Kensington, East JohannesburgOn-siteFull-time
Key ResponsibilitiesIdentify and acquire new clients through networking, referrals and business development activities.Build and maintain strong relationships with prospective and existing clients.Provide ongoing financial advice and support to an allocated client portfolio.Conduct client needs analyses and develop tailored financial plans.Present appropriate financial solutions based on clients' needs and circumstances.Maintain accurate and up-to-date client records.Ensure all client interacti…