Financial Services Specialist

1 week ago


Bloemfontein, Orange Free State, South Africa Perfect Placement Recruitment Full time
Job Title: Financial Services Specialist

Salary Range: R300,000 - R600,000 per annum

Job Description

This role is an excellent opportunity for a skilled Wealth Advisor to join our team at Perfect Placement Recruitment. As a Financial Services Specialist, you will be responsible for developing new business and maintaining existing relationships with clients.

You will build strong relationships with clients, understand their financial objectives, and provide tailored solutions to meet their needs. Your primary goal will be to generate new business through referrals, cross-selling, and identifying areas of need for existing clients.

In this role, you will oversee the entire sales process, from quotation to policy activation, amendment, and claims. You will also prepare and present proposals to potential clients, close leads, and perform annual reviews for existing clients.

To succeed in this position, you must have excellent communication and interpersonal skills, as well as the ability to work independently and manage multiple tasks simultaneously. You should also be knowledgeable about industry trends and regulatory changes that may impact your clients' financial objectives.

Required Skills and Qualifications
  • 3-5 years of experience as a Wealth Advisor or similar position
  • Knowledge of Workpool and Google Docs
  • Industry-related qualification
  • Registration as a Representative of a related FSP
  • Familiarity with FAIS legislature requirements, including RE1 and RE5
  • Able to meet CPD requirements
  • Continuous Fit and Proper requirements
Benefits

We offer a competitive salary range of R300,000 - R600,000 per annum, based on your experience and qualifications. You will also enjoy benefits such as employee recognition initiatives, remote work opportunities, and ongoing professional development support.

Please note that frequent business travel is required for this role, so you must have your own reliable transport and valid driver's license.

Others

By applying for this role, you confirm that you have no objection to us retaining your personal information for future matching purposes and that you are aware of our POPI Policy.



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