Long Term Financial Advisor, Houghton, Johannesburg

3 days ago


Johannesburg, South Africa Platinum Talent Full time

Overview Location : Houghton Johannesburg Gauteng. Join our client as a Long Term Financial Advisor in their long term division where youll deliver holistic client-centered financial advice that aligns with FAIS requirements. This role focuses on understanding client needs to create tailored financial plans upholding their values of innovation empathy and excellence. Platinum Talent is seeking multiple experienced Long-Term Financial Advisers on behalf of our esteemed clients in the financial services sector. This role requires a dedicated professional to deliver holistic client-focused financial planning and advice that adheres to FAIS standards. The ideal candidate will prioritize client needs and foster strong relationships providing financial solutions that align with both client expectations and industry regulations. Responsibilities Provide comprehensive long-term financial advice to clients meeting regulatory standards. Develop and maintain client relationships to deliver exceptional service. Build and manage a client portfolio within the competitive financial services sector. Demonstrate proactive customer focus with the ability to achieve and exceed targets. Qualifications and Requirements Matric Long-term industry-related qualification (NQF5) – Advantageous RE5 Certification (MUST HAVE) Own reliable transport Clear ITC and criminal record Provide comprehensive long-term financial advice to clients meeting regulatory standards. Develop and maintain client relationships to deliver exceptional service. Key Skills Business Development Estate Law Sales Experience Trusts Wealth Management Financial Services Investment Experience Military Experience Securities Law Customer relationship management Financial Planning Wills Employment Details Employment Type : Full Time Experience : years Vacancy : 1 Benefits High Paying Commission product and term variable. Office Space Training Support (hybrid work) #J-18808-Ljbffr



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