Financial Advisor

2 weeks ago

Umhlanga, South Africa Providential Financial Services Full time

Job Title: Financial Services Advisor

Location: Umhlanga and Durban North Area

**Job Type**: Part Time

Compensation plan: Please note that this role is purely commission based

Providential Financial Services is a leading financial institution in KZN dedicated to empowering individuals to secure their financial futures. We believe in providing opportunities for growth, success, and prosperity.

We are looking for individuals to join our dynamic team as a Financial Services Advisor Trainee, where you will receive comprehensive training, flexible hours, and a pathway to becoming a qualified professional advisor.

**Responsibilities**:

- Learn and understand financial products, services, and regulations through a structured training program.
- Provide excellent customer service while assisting clients in managing their financial portfolios.
- Conduct financial needs analysis to identify suitable solutions for clients.
- Build and maintain strong client relationships through effective communication and regular follow-ups.
- Collaborate with senior advisors to gain practical insights and enhance your expertise.
- Keep abreast of industry trends, market conditions, and financial news.

**Requirements**:

- Minimum of a diploma in finance, business, or related field.
- Class of business in Long Term and Investment products (preferrable but not essential)
- RE 5 (preferrable but not essential)
- No previous financial planning experience necessary but will be beneficial.
- Excellent communication and interpersonal skills.
- Access to reliable transportation for travel between Umhlanga and the greater Durban area.
- Access to a laptop or smartphone for remote work and client communication.
- Eagerness to learn and a strong work ethic.
- Ability to work independently and as part of a collaborative team.
- High level of integrity and professionalism.

**Benefits**:

- Flexible working hours to accommodate work-life balance.
- Competitive incentives and bonuses based on performance.
- Comprehensive personal, business, and skills development programs.
- Mentorship and support from experienced financial professionals.
- Career advancement opportunities within the organization.

How to Apply:
Application Deadline: 31 January 2024

Join us on this exciting journey to become a qualified financial services advisor and make a meaningful impact on the lives of our clients

**Job Type**: Part-time

**Salary**: R15 000,00 - R60 000,00 per month

Application Question(s):

- Are you comfortable with a position that is purely commission based?

License/Certification:

- RE5 and/or Class of Business (preferred)

Application Deadline: 2024/03/31

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