Current jobs related to Client-Centric Financial Advisor - Roodepoort, Gauteng - Platinum Talent ZA

  • Financial Advisor

    2 weeks ago

    Roodepoort, Gauteng, South Africa BADRI Management Consultancy Full time

    Constantia Office Park, Constantia Kloof, South Africa | Posted on 03/24/2025City: Constantia Office Park, Constantia KloofState/Province: GautengCountry: South AfricaJob DescriptionLocation: Constantia, Roodepoort, GautengPlatinum Talent is proud to represent a distinguished client in the financial services sector, currently seeking multiple seasoned...

  • Client Focused Financial Advisor

    2 days ago

    Roodepoort, Gauteng, South Africa beBee Careers Full time

    Key Performance Indicators:As a Long Term Financial Advisor, you will be measured against the following key performance indicators:Client satisfaction ratingsPortfolio growth and managementRegulatory complianceTeam collaboration and communicationWhat We Offer:In addition to a competitive salary and benefits package, we offer ongoing training and development...

  • Financial Advisor

    1 day ago

    Roodepoort, Gauteng, South Africa beBee Careers Full time

    Job DescriptionWe are seeking a Long-Term Financial Advisor to join our team. As a key member of our organization, you will be responsible for delivering comprehensive long-term financial advice to clients, meeting regulatory standards.In this role, you will develop and maintain client relationships to deliver exceptional service. You will build and manage a...

  • Long Term Financial Advisor, Roodepoort

    3 weeks ago

    Roodepoort, Gauteng, South Africa Platinum Talent ZA Full time

    Location: Constantia, Roodepoort, Gauteng.Join our client as a Long Term Financial Advisor in their long term division, where you'll deliver holistic, client-centered financial advice that aligns with FAIS requirements. This role focuses on understanding client needs to create tailored financial plans, upholding their values of innovation, empathy, and...

  • Long Term Financial Advisor, Roodepoort

    1 day ago

    Roodepoort, Gauteng, South Africa Platinum Talent ZA Full time

    Location: Constantia, Roodepoort, Gauteng. Join our client as a Long Term Financial Advisor in their long term division, where you'll deliver holistic, client-centered financial advice that aligns with FAIS requirements. This role focuses on understanding client needs to create tailored financial plans, upholding their values of innovation, empathy, and...

  • Holistic Financial Planner

    2 days ago

    Roodepoort, Gauteng, South Africa beBee Careers Full time

    Role Overview:As a Long Term Financial Advisor, you will play a critical role in helping clients achieve their financial goals. You will provide comprehensive financial advice, develop and maintain client relationships, and demonstrate a deep understanding of the financial services sector. This is an exciting opportunity for experienced professionals to take...

  • Long-Term Wealth Advisor

    1 week ago

    Roodepoort, Gauteng, South Africa Platinum Talent Full time

    About the PositionWe are looking for a dedicated Long-Term Financial Advisor to provide high-quality financial advice to our clients. The successful candidate will prioritize client needs and foster strong relationships to deliver tailored financial solutions.Main ResponsibilitiesConduct comprehensive financial needs analyses for clients.Offer expert advice...

  • Long Term Financial Advisor, Constantia, Roodepoort, GP

    4 weeks ago

    Roodepoort, Gauteng, South Africa Platinum Talent Full time

    Location: Constantia, Roodepoort, Gauteng.Join our client as a Long Term Financial Advisor in their long term division, where you'll deliver holistic, client-centered financial advice that aligns with FAIS requirements. This role focuses on understanding client needs to create tailored financial plans, upholding their values of innovation, empathy, and...

  • Long Term Financial Advisor, Constantia, Roodepoort, GP

    1 week ago

    Roodepoort, Gauteng, South Africa Platinum Talent Full time

    Location: Constantia, Roodepoort, Gauteng. Join our client as a Long Term Financial Advisor in their long term division, where you'll deliver holistic, client-centered financial advice that aligns with FAIS requirements. This role focuses on understanding client needs to create tailored financial plans, upholding their values of innovation, empathy, and...

  • Long Term Financial Consultant

    2 days ago

    Roodepoort, Gauteng, South Africa beBee Careers Full time

    Job Summary:We are seeking a skilled Long Term Financial Advisor to join our team. In this role, you will be responsible for delivering holistic, client-centered financial advice that aligns with FAIS requirements. You will focus on understanding client needs to create tailored financial plans, upholding values of innovation, empathy, and excellence.About...

Client-Centric Financial Advisor

2 weeks ago

Roodepoort, Gauteng, South Africa Platinum Talent ZA Full time

Fostering Strong Client Relationships

In this role, you will be responsible for developing and maintaining client relationships to deliver exceptional service. This includes building trust, understanding client needs, and providing tailored financial solutions that meet their expectations.

About the Role:

This role focuses on delivering holistic, client-centered financial advice that aligns with FAIS requirements. The ideal candidate will prioritize client needs and foster strong relationships, providing financial solutions that align with both client expectations and industry regulations.

Requirements and Qualifications:

To succeed in this role, you will need to have:

  • A Matric qualification
  • A long-term industry-related qualification (NQF5) - advantageous
  • RE5 Certification
  • Own reliable transport
  • Clear ITC and criminal record

Benefits:

The successful candidate can expect a high-paying commission structure, along with opportunities for training, support, and hybrid work arrangements.