RELATIOSHIP FINANCIAL ADVIOSR

Job Title: Relationship Financial Advisor

We are currently seeking a dedicated and service-oriented Financial Advisor to join our team. In this role, you will be responsible for nurturing and expanding our existing Client base by providing personalized financial advice and guidance. We are looking for an empathic individual who excels in active listening and understands the importance of building long-lasting relationships with Clients. This position does not involve sales targets and is focused on providing exceptional service and support. An interest in tax and estate planning is highly desirable.

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Requirements:

Benefits:

If you are a team player who takes pride in delivering exceptional service to clients, and if you have a strong interest in tax and estate planning, we invite you to apply for the position of Relationship Financial Advisor. This is an exciting opportunity to join a company dedicated to creating meaningful financial strategies for our valued clients.

Please email info@bespoke-fs.co.za