Financial Advisors

2 weeks ago


Pretoria, Gauteng, South Africa Engage Recruit Full time

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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