Financial Advisor

2 weeks ago

Johannesburg, South Africa Micah Govender Developments Full time

**Business Description**:
Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Company is looking for experienced life and investment financial planners to be based in its **Gauteng Offices**.

**Company offers the following**:

- Provision of office space and full infrastructure for financial planners
- Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms
- Access to business coaching and client advice support
- Assistance with practice management
- Training support, i.e. technical and soft skills training
- Access to an effective leads system
- Support with succession planning
- Support with unlocking of equity from adviser practices

**Output/Core Tasks**:

- Establish long-term relationships with clients
- Financial planning for clients
- Focus on identifying client needs and then offer suitable financial solutions
- Provide excellent service orientation and frequent contact with clients

**Competencies**:

- Computer literate
- Build excellent client relationships/service orientation
- Entrepreneurial/Business orientation
- Self-discipline
- Ability to work in an organized manner
- Self-confidence
- Drive/performance orientation
- Interpersonal skills
- Communication/presentation skills

**Remuneration and benefits**:

- Training Allowances only for Advisors
- Choice of different Sanlam adviser contracts
- Up to 90% commission
- Vesting Bonuses for the first 2 years
- Performance Bonus (13th cheque) in December
- Assistance with the purchase of technology equipment
- Membership of Pension Funds and Group Life Schemes
- Initial and ongoing training via Sanlam’s Academy
- Support with industry related qualifications
- Access to mobile nurses and doctors for client medicals
- Access to Sales Consultants who can assist with client projects, database segmentation, product advice etc.
- Access to product specialists i.e. risk, savings, investments, private wealth, loyalty programs etc.
- Compliance support
- Marketing support
- Access to Legal advisors
- Financial planning tools
- Training Allowances Offered

**Qualifications**:

- Grade 12 or equivalent
- RE5 Certificate definite advantage
- 120 FAIS credits / NQF 5 or working towards a recognised qualification definite advantage
- Driver’s license and own vehicle

**Experience**:

- Previous experience within the Financial Services Industry and/or Sales environment definite advantage

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