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Comprehensive Wealth Advisor

7 days ago

Cape Town, Western Cape, South Africa Platinum Talent ZA Full time

Job Function

We are looking for a Comprehensive Wealth Advisor to join our team at Platinum Talent ZA. As a Long Term Financial Advisor, you will be responsible for providing comprehensive long-term financial advice to clients, meeting regulatory standards.

The ideal candidate will have a strong understanding of the financial services sector and be able to demonstrate proactive customer focus, with the ability to achieve and exceed targets. You will also be responsible for building and managing a client portfolio within the competitive financial services sector.

Responsibilities:

  1. Deliver holistic, client-centered financial advice that aligns with FAIS requirements.
  2. Manage a client portfolio within the competitive financial services sector.
  3. Develop and maintain client relationships to deliver exceptional service.
  4. Meet or exceed targets through proactive customer focus.

Skills and Qualifications

  • Matric
  • Long-term industry-related qualification (NQF5) - Advantageous
  • RE5 Certification
  • Reliable transport
  • Clear ITC and criminal record

Benefits

  • Competitive commission structure.
  • Access to office space.
  • Ongoing training and development opportunities.
  • Support from a dedicated team.
  • A hybrid work arrangement.