Financial Services Consultant

1 month ago


Cape Town, Western Cape, South Africa EQ-FIN Full time
Company Overview
We are a forward-thinking financial services business, dedicated to empowering individuals and families to achieve their long-term financial goals. Our team of experienced professionals is passionate about delivering exceptional service and providing expert advice to help our clients secure a prosperous future.

Salary
The salary for this role is approximately R250,000 - R500,000 per annum, depending on experience and qualifications. This attractive remuneration package reflects the company's commitment to rewarding high-performing professionals who drive growth and success.

Job Description
As an accredited Financial Advisory Professional, you will play a pivotal role in delivering pro-active, on-demand financial services and advice to clients within a specific and qualified client market. Your primary objective will be to assist clients in structuring their wealth and ensuring a secure financial future for themselves and their families.

Duties & Responsibilities
  • Maintain superior service delivery to clients through building strong relationships.
  • Offer sound professional advice that delivers financial solutions aligned with clients' financial goals, value proposition, and compliance frameworks.

Required Skills and Qualifications
  • Minimum Matric certificate.
  • Minimum 2-5 years' work experience or a degree in any financial field.
  • A high-flying entrepreneur driven by the challenge of a sales environment.
  • Willingness to commit to self-development and ongoing learning.
  • Clear credit and criminal records.
  • Strong client relationship building skills.

Benefits
  • Access to trained and skilled administration staff in our Biz Hubs.
  • Opportunity to study and develop further, with a large majority of costs funded out of our Education Fund.
  • Attractive incentive and rewards programs.
  • Group benefits.
  • Future mentorship agreements with Business Specialists.
  • Great, friendly, and supportive working environment.
  • Unlimited earning potential.
  • Earn remuneration from nine different income streams.
  • Modern, rustic-style office space at convenient locations.
  • Dynamic team and professional environment.


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