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 exerience required. High commision structures and ability to "grow your own basic salary" with second year's. What you put in, is what you get out.

As a Financial Planner at Surex, you will play a pivotal role in helping individuals and families navigate their financial journeys, offering expert advice tailored to their unique circumstances. This position is perfect for someone who is passionate about creating exeptional wealth and thrives in competitive envoironments. You will work closely with a diverse client base, evaluating their financial status and goals, and developing comprehensive strategies to help them achieve their aspirations.

At Surex, we value innovation, integrity, and excellence, and we are looking for a Financial Planner who embodies these principles. By joining our team, you will have the opportunity to contribute to a growing company that is making a real difference in the lives of our clients, all while advancing your career in the financial planning field.

If you are ready to take on a rewarding challenge and make an impact, we invite you to apply.

Responsibilities

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

No experience needed (we teach you what you need to learn)
Own reliable transport
Have a valid Drivers Licence
Matric certificate (Completed Grade 12)
Excellent problem-solving skills and networking abilities
Quality communication and interpersonal skills
Ability to work independently and as part of a team
Need to be eager and willing to learn
Candidates who have been in the industry for 2 years or longer will need to have completed their RE5 and NQF 5 in wealth management along with other regulatory requirements (Classes of Business; CPD hours etc)

Assistance in geting candidates to get further qualifications in the financial industry.

Ability to grow your own basic salary with commision.

Expert help in knowledge and advice in sales strategies and training.

Surex remote jobs

Financial Planner