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Financial Advisors
2 weeks ago
Financial Advisor - Exciting Opportunity
Are you passionate about helping individuals achieve their financial goals? We have an exciting opportunity available for a Financial Advisor in various locations across South Africa such as Western Cape, Eastern Cape, Gauteng, Pretoria, Free State, Polokwane, and KZN.
- Starting Date: Actively Seeking - ongoing open opportunities
- Remote, Hybrid options available
Industry: Financial Services
Mandatory required documentation: Updated DOFA and CV to be submitted.
Requirements:
- Grade 12
- Degree related to Financial Industry preferred
- Certified Financial Planner (CFP) or equivalent full qualification (NQF6 with 120 credits)
- Completed the class of business exam
- Completed the RE 5 exam
- Registered with the FSCA as a full representative
- 3 to 5 years experience as a representative rendering financial advice and intermediary services
- Computer Literate
- Excellent negotiation and presentation skills
- Ability to close deals
- Own transport & valid driver's license
Responsibilities:
- Establish professional relationships with clientele
- Prospecting and closing of new business
- Gathering of financial data and setting financial objectives
- Strong Analyzing skills
- Developing and presenting financial planning recommendations
- Implementation of financial planning recommendations
- Monitoring of financial planning and recommendations
Preferred Qualities:
- Excellent communication and negotiation skills
- Passion for Financial Planning and Wealth Management
- Meticulous Advisors
- Strong ethical compass
- Discipline in achieving long-term financial success
- Risk Management-focused approach
- Strong Mathematical skills
- Specialist knowledge of investments, saving, and Money Management
- Advanced Network skills
Benefits:
- Lucrative income potential
- Professional acceleration
- In-Depth In-house Training across the product range
- Back Office Support
- Benefits and commissions to discuss during interview selection
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