Senior Financial Advisor

3 days ago


Port Elizabeth, South Africa Structured Wealth Solutions Full time

**About the Role**

We are seeking an experienced and results-driven **Senior Financial Advisor** to join our growing team in **PORT ELIZABETH, EC**. If you have a proven track record in providing expert financial planning advice and managing client portfolios, this is the perfect opportunity for you.

**Minimum Requirements**:

- Matric Certificate (Grade 12)
- RE 5 Qualification
- NQF Level 5 in Financial Planning (advantageous)
- Minimum 3-5 years of experience as a Financial Advisor
- Strong knowledge of financial products, investments, and risk management
- Excellent communication, relationship-building, and presentation skills
- Self-motivated and target-driven

**Key Responsibilities**:

- Provide comprehensive financial planning solutions to clients
- Build and maintain long-term relationships with clients
- Conduct financial needs analyses and recommend appropriate products
- Stay up-to-date with industry regulations and product changes
- Meet and exceed sales and revenue targets

**Why Join Structured Wealth Solutions?**
- Competitive commission structure & incentives
- Professional development & ongoing training
- Supportive and collaborative work environment
- Opportunities for career advancement

Pay: From R10 000,00 per month

**Experience**:

- Sales: 1 year (preferred)

Willingness to travel:

- 75% (preferred)

Work Location: Remote


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