Financial Services Specialist

2 weeks ago


Johannesburg, Gauteng, South Africa The Recruitment Council Full time

**Job Overview**

The Recruitment Council is seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for conducting comprehensive financial needs analyses and providing tailored advice to clients.

**Key Responsibilities:**

  • Sales Opportunities Creation: Develop a personal network within the assigned sales territory and represent the organization at industry events to identify new sales opportunities.
  • Customer Needs Clarification: Consult with clients at various levels to identify their specific needs and desired outcomes. Conduct thorough financial needs analyses and client portfolio assessments to provide informed financial advice.
  • Sell Customer Propositions: Recommend products or services that align with clients' needs, effectively communicating the benefits and inviting them to make purchases under standard terms and conditions.
  • Customer Onboarding: Guide clients through advanced features of products or services, connecting those features with their specific pain points to ensure a seamless onboarding experience.

**Salary:** We offer a competitive salary of $80,000 - $120,000 per annum, depending on experience.

**Qualifications:** A minimum of Matric/Grade 12 or equivalent, along with 120 FAIS credits (NQF 5) in Wealth Management. RE5 certification is essential, while additional qualifications such as CFP or equivalent are advantageous.



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