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Financial Planner - Remote

Posted 9 weeks ago
Finance / Legal
Full Time
South Africa

Overview

Surex is a dynamic and forward-thinking company dedicated to revolutionizing the financial planning industry. We are committed to providing exceptional service and ensuring our clients can make informed decisions for their financial future. No previous experience required. High commission structures and ability to "grow your own basic salary" with second year's. What you put in, is what you get out.

In Short

  • Develop and implement personalized financial plans for clients
  • Follow up with leads and build quotes for clients
  • Conduct thorough financial assessments to identify client needs
  • Monitor and adjust financial strategies based on changes in client circumstances or market conditions
  • Provide ongoing advice and support to clients regarding investments, retirement planning, and estate planning
  • Prepare detailed reports and presentations on financial plans for client reviews
  • Keep abreast of industry trends, market developments, and regulatory changes
  • Build and maintain strong relationships with clients to foster trust and long-term partnerships
  • Keep up with regulatory requirements in the industry

Requirements

  • No previous experience required
  • Passion for creating exceptional wealth
  • Ability to thrive in competitive environments
  • Strong communication skills
  • Analytical skills for financial assessments

Benefits

  • High commission structures
  • Opportunity to grow your own basic salary
  • Career advancement in the financial planning field
  • Work with a diverse client base
  • Make a real difference in clients' lives

Surex

Surex

Surex is a dynamic and innovative company focused on transforming the financial planning industry. Committed to exceptional service, Surex empowers clients to make informed financial decisions for their future. The company fosters a competitive environment where individuals can grow their income based on their efforts, making it an ideal place for passionate financial planners. With a strong emphasis on innovation, integrity, and excellence, Surex is dedicated to helping clients navigate their financial journeys through personalized strategies and ongoing support. Joining Surex means being part of a growing team that is making a significant impact in the lives of clients while advancing careers in financial planning.

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