Financial Advisor

2 weeks ago

Johannesburg, South Africa Micah Govender Developments Full time

**Business Description**:
Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Company is looking for experienced life and investment financial planners to be based in its **Gauteng Offices**.

**Company offers the following**:

- Provision of office space and full infrastructure for financial planners
- Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms
- Access to business coaching and client advice support
- Assistance with practice management
- Training support, i.e. technical and soft skills training
- Access to an effective leads system
- Support with succession planning
- Support with unlocking of equity from adviser practices

**Output/Core Tasks**:

- Establish long-term relationships with clients
- Financial planning for clients
- Focus on identifying client needs and then offer suitable financial solutions
- Provide excellent service orientation and frequent contact with clients

**Competencies**:

- Computer literate
- Build excellent client relationships/service orientation
- Entrepreneurial/Business orientation
- Self-discipline
- Ability to work in an organized manner
- Self-confidence
- Drive/performance orientation
- Interpersonal skills
- Communication/presentation skills

**Remuneration and benefits**:

- Training Allowances only for Advisors
- Choice of different Sanlam adviser contracts
- Up to 90% commission
- Vesting Bonuses for the first 2 years
- Performance Bonus (13th cheque) in December
- Assistance with the purchase of technology equipment
- Membership of Pension Funds and Group Life Schemes
- Initial and ongoing training via Sanlam’s Academy
- Support with industry related qualifications
- Access to mobile nurses and doctors for client medicals
- Access to Sales Consultants who can assist with client projects, database segmentation, product advice etc.
- Access to product specialists i.e. risk, savings, investments, private wealth, loyalty programs etc.
- Compliance support
- Marketing support
- Access to Legal advisors
- Financial planning tools
- Training Allowances Offered

**Qualifications**:

- Grade 12 or equivalent
- RE5 Certificate definite advantage
- 120 FAIS credits / NQF 5 or working towards a recognised qualification definite advantage
- Driver’s license and own vehicle

**Experience**:

- Previous experience within the Financial Services Industry and/or Sales environment definite advantage

  • Financial Advisor

    1 week ago

    Johannesburg, South Africa Innoradix Financial Planning Full time

    Financial Advisor Join our dynamic team as a Financial Advisor and unlock a rewarding career in the finance industry. We are seeking individuals with a proven track record, holding a matric, valid license, and equipped with a car and laptop. No experience needed. Training will be provided. Qualifications as R.E5 and NQF5 are added bonuses, showcasing your...

  • Financial Advisor

    2 weeks ago

    Johannesburg Metropolitan Area, South Africa NM Financial Full time R900 000 - R1 200 000 per year

    Company DescriptionWe suggest you enter details hereRole DescriptionThis is a full-time hybrid role for a Financial Advisor located in the Johannesburg Metropolitan Area. The Financial Advisor will perform a variety of daily tasks such as providing clients with advice on financial planning, investment strategies, and retirement planning. In addition, the...

  • Senior Financial Advisor

    2 weeks ago

    Johannesburg, South Africa Momentum Financial Planning Full time

    Talent Acquisition Specialist at Momentum Group We are looking for a Senior Financial Advisor to join our business in Johannesburg and KZN. At Momentum, the role of the financial adviser goes beyond offering advice. It's about forming a meaningful partnership with clients to guide them towards achieving their financial goals. As a financial adviser, your...

  • Experienced Financial Advisor

    3 weeks ago

    Johannesburg, South Africa Succession Financial Planning Full time

    National Recruitment Leader : Partnering with Financial Advisors & Independent Brokers to diversify their income streams, build sustainable practices... Looking for your next career move? About the Role Succession Financial Planning invites you to join our team, where you'll have access to over product providers across various classes of business. This...

  • Experienced Financial Advisor

    4 weeks ago

    City of Johannesburg Metropolitan Municipality, South Africa Succession Financial Planning Full time

    National Recruitment Leader: Partnering with Financial Advisors & Independent Brokers to diversify their income streams, build sustainable practices… Looking for your next career move? About the Role: Succession Financial Planning invites you to join our team, where you’ll have access to over 150 product providers across various classes of business. This...

  • Financial Advisor

    7 days ago

    Johannesburg, South Africa Miya Talent Consulting Full time

    JOB PURPOSE The Financial Advisor will be responsible for conducting financial needs analysis for both Life and Investment planning needs, utilize extensive expertise to provide financial advice to customers, grow client base and prospecting of new clients. **Responsibilities** An exciting opportunity has become available with a Financial Advice business...

  • Financial Advisor

    2 weeks ago

    Johannesburg, South Africa Prestige IFA Jobs Full time

    My client in South Africa is a very reputable financial planning and investment management brokerage at the top of their sport. They specialise in helping South African professionals, and provide financial solutions for those keen to plan for their financial futures. They pride ourselves on the quality of advice delivered by highly qualified and exceptional...

  • Financial Advisor

    4 weeks ago

    Johannesburg, South Africa Vouch SA Full time

    Overview Vouch is a digital insurance brokerage that provides South Africans with the personalized advice you need, without the spam – it's not just about the lowest price! We combine technology with human advisors to offer upper-middle and affluent South African consumers transparent and personalized processes that help them understand, compare, purchase,...

  • Financial Advisor

    1 week ago

    Johannesburg, South Africa OneSpark Full time

    Are you a Financial Advisor ready to take your career to new heights? Join **OneSpark**, South Africa’s most innovative insurance brand, in partnership with **Dis-Chem**, one of the nation’s leading healthcare retailers. At OneSpark, we’re not just about selling insurance - we’re about transforming lives and **daring to make the impossible,...

  • Financial Advisor

    7 days ago

    Johannesburg, South Africa Vivre Capital Full time

    Financial Advisors Needed! Great opportunity for experienced financial advisors. Suppose you’re FAIS compliant and have a strong client base. **Responsibilities**: Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications: 2+ years'...