Established Financial Advisor – Risk or AUM Focus

1 week ago

Cape Town, Western Cape, South Africa Headhunters Full time
Requirements:

Education and Certification:
  • Matric.
  • Regulatory Examination (RE5) certification.
  • Class of business CPD points.
  • Must meet Fit and Proper Requirements.
  • Clear criminal and credit record.
Experience:
  • Established Advisors with risk solution focused earning 500K annual commission or managing assets between R100 to R200m.
  • Proven track record of success and a commitment to client service.
  • Proven experience in providing financial solutions to clients.
Key Skills, Attributes and Competencies:
  • High ethical standards and integrity.
  • Passionate, Dynamic, Driven and Ambitious.
  • Good communication, interpersonal and relationships building skills.
  • Ability to work independently and in a team.
  • Client-focused mindset.
  • Value shared knowledge and expertise.
  • Commanding desire for continuous learning and growth.
  • Willingness to travel to engage with clients.
  • Valid Drivers License and own transport.
Key Responsibilities:
  • Evaluate clients financial situations, develop tailored financial plans and guide clients.
  • Stay updated on financial markets, regulations, and industry trends.
  • Build and maintain long-term client relationships through excellent client service.
  • Educate clients on financial products and investment opportunities.
  • Ensure compliance with financial regulations and company policies.
  • Generate leads and grow the client base through networking, referrals, and business development activities.
Benefits:
  • Work Life Balance Hybrid/Remote Work model, Autonomy & Collaborative Culture
  • Growth Personal and Professional Development Plans, Learning Programmes, Access to Specialists.
  • Rewards and Recognition Competitive Remuneration Structure, Incentive Programmes, Onshore and Offshore Travel.
  • Client Focus Individual Value Proposition, Practise Management Expertise, Unlock Market Access.
  • Leadership Support, Guidance, Coaching.
  • Support Operations, Product and Marketing Specialists, Strategic Partners.
Remuneration Options:
  • Flexible remuneration.
  • Transition allowance model to cater for the settle in period.
Please consider your application unsuccessful should you not receive a response within 2 weeks of applying.

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