Corporate Financial Specialists

3 days ago


Alberton, Gauteng, South Africa Pro Tem Full time

Job Summary:

We are seeking a highly motivated and experienced Financial Advisor to join our team. The ideal candidate will possess excellent communication skills, a strong analytical mind, and a passion for delivering exceptional customer service.

About the Role:

  • Provide comprehensive financial guidance to clients, including estate and business insurance
  • Help clients achieve their short-term and long-term financial goals
  • Develop and maintain strong relationships with clients and internal stakeholders
  • Stay up-to-date with industry developments and regulatory requirements

Requirements:

  • Possess a Matric certificate and an FSCA-approved qualification (CFP is an asset)
  • Hold RE5 certification and have 1-3 years of experience in financial services or insurance
  • Keep CPD's or COB's current and maintain a clean ITC
  • No criminal record and all fit and proper requirements up to date


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