Senwes Ltd.
2 weeks ago
Holistic Financial Planner: Investments, Insurance & Growth
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Company information
- Company
- Senwes Ltd.
- Location
- South Africa, North West, Southern, Matlosana, Klerksdorp South Africa
- Posted
- 2 weeks ago
Job description
Senwes Ltd. seeks a Financial Planner to provide compliant, high-quality financial advice to an existing client portfolio, specialising in long-term insurance (risk cover) and investment solutions.
You will build and maintain strong client relationships, enhance portfolio suitability, and grow the book through retention, cross-selling, and new business, while meeting regulatory and internal quality standards.
Required skills
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