Financial Adviser

18 hours ago

Pretoria, Gauteng, South Africa Concept Wealth Holdings Full time

Company Description

Concept Wealth Holdings
is a service company that supports its advisers, brokers, and affiliates in developing sustainable businesses and providing suitable financial solutions for clients. The Concept team uses their extensive experience and knowledge in the financial services sector to discover new opportunities for their partners.

Role Description

This is a hybrid role as a
Financial Adviser
at Concept Wealth Holdings, a
Sanlam BlueStar
that allows for remote work. The Financial Adviser will be responsible for financial planning, retirement planning, investments, and financial advisory services.

Qualifications

  • South African
    Matric
    /Grade 12 (SAQA verified if foreign)
  • RE 1/RE 5
    (advantageous)
  • FAIS Fit and Proper
    qualifications
  • Minimum
    5 years
    of working experience in sales (age 26+)
  • Proven
    sales track record
  • Minimum of
    2 years
    financial advisory experience or similar roles
  • Clear criminal record
  • Clear credit record (ITC)
  • Good written and verbal communication
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving skills
  • Ability to work independently and collaboratively
  • Own transport (i.e. own car to drive to clients appointments)
  • A valid driver's licence
  • Must be located within a commutable distance to Lynnwood Ridge, Gauteng, South Africa.

What We Offer

A market-leading remuneration contract designed to provide
income stability

Favourable commission split

2 months' training allowance

Interest-free technology loan

Vesting financial support for 12 to 24 months

Annual performance bonus

Professional development,
mentorship and training

Back-office administration

A sophisticated and digital advice tool to support client engagement planning

Medical aid and pension fund benefits

Bursary to study CFP

If you do not hear back from Concept Wealth Holdings within two weeks, please consider your application unsuccessful.

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