Salaried Financial Advisor
4 weeks ago
**PURPOSE OF THE ROLE**:
Responsible to assist and empower clients to achieve their lifestyle
- and financial goals by initiating and leading client-centric financial planning discussions.
To provide future-fit advice, conduct a holistic financial needs analysis and present appropriate solutions to new and existing clients.
Accountable for the advice provided and for adherence to the advice
- and administrative processes and standards of the practice.
**QUALIFICATIONS**:
Industry-recognised diploma or degree (minimum NQF 5-level)
RE 5 (Representatives) certificate
Class of Business certificates in:
- Long-Term Insurance,
- Investments
- Pension Funds
- Short-term Insurance
- Long
- & Short-Term deposits
**TECHNICAL SKILLS AND EXPERIENCE**:
7+ years of financial services experience
2+ years of financial advice experience
**BEHAVIOURAL COMPETENCIES**:
- Relationship building, relating & networking
- Client
- & team-centric mindset
- Diligent documenting and record-keeping
- Entrepreneurial thinking
- Results driven
- Continuous learning & development
**WHO DOES THE ROLE REPORT TO?**
Head of Advice and Asset Management
Pay: R15 000,00 - R25 000,00 per month
**Language**:
- Sepedi (preferred)
- Tswana/Venda (preferred)
- Zulu/Xhosa (preferred)
License/Certification:
- Driver's Licence (required)
Willingness to travel:
- 25% (required)
Application Deadline: 2025/01/31
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