Salaried Financial Advisor

1 week ago

Rustenburg, South Africa Celtis Financial Services Full time

**PURPOSE OF THE ROLE**:
Responsible to assist and empower clients to achieve their lifestyle
- and financial goals by initiating and leading client-centric financial planning discussions.

To provide future-fit advice, conduct a holistic financial needs analysis and present appropriate solutions to new and existing clients.

Accountable for the advice provided and for adherence to the advice
- and administrative processes and standards of the practice.

**QUALIFICATIONS**:
Industry-recognised diploma or degree (minimum NQF 5-level)

RE 5 (Representatives) certificate

Class of Business certificates in:

- Long-Term Insurance,
- Investments
- Pension Funds
- Short-term Insurance
- Long
- & Short-Term deposits

**TECHNICAL SKILLS AND EXPERIENCE**:
7+ years of financial services experience

2+ years of financial advice experience

**BEHAVIOURAL COMPETENCIES**:

- Relationship building, relating & networking
- Client
- & team-centric mindset
- Diligent documenting and record-keeping
- Entrepreneurial thinking
- Results driven
- Continuous learning & development

**WHO DOES THE ROLE REPORT TO?**

Head of Advice and Asset Management

Pay: R15 000,00 - R25 000,00 per month

**Language**:

- Sepedi (preferred)
- Tswana/Venda (preferred)
- Zulu/Xhosa (preferred)

License/Certification:

- Driver's Licence (required)

Willingness to travel:

- 25% (required)

Application Deadline: 2025/01/31

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