Experienced Financial Advisor

Company Description

The Financial Specialists Pty Ltd, powered by the Hereford Group offers a range of services including Financial Planning, Estate Planning, Personal Risk cover, Personal Investment Planning, Retirement Planning, Corporate Group Cover, Pension/Provident Funds, and Business Assurance. Representatives at The Financial Specialists Pty Ltd act as representatives of Liberty Group Limited. Liberty Group Limited is an authorised Financial Services Provider (FAIS No 2409).

Role Description

This is a full-time hybrid role for an Experienced Financial Advisor located in the Pretoria Metropolitan Area, but not limited to, with some work from home permissible. The Financial Advisor will be responsible for providing financial planning and advisory services, assisting clients with retirement planning, and managing personal and corporate investments. Daily tasks include meeting with clients to assess their financial needs, developing detailed financial strategies, monitoring investment portfolios, and staying updated on market trends and financial products. A qualified experienced Advisor will have an active client base, completed all supervision requirements with the FSCA and meet Fit and Proper requirements.

Qualifications

• Proficiency in Financial Planning and Finance
• Experience in Retirement Planning and Investments
• Strong skills in Financial Advisory
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Certification as a Financial Planner (CFP) or equivalent qualification is as Advantage
• Relevant experience in the financial services industry of no less that 3 years
• Minimum of an NQF 5 qualification that is industry related, COB, RE5 and CPD's
• Current Client base

Opportunity offering

• Office and Admin Support with the ability to expand a Team or own secretarial requirements
• Licence fees covered for the latest in Financial Planning and Client Relationship Management Tools in the Market
• Incredible Remuneration Model with multiple income flows including but not limited to upfront Advice Fees, ongoing Advice Fees, Referral fees, Bi- Annual Bonus's, achievement bonuses.
• Succession planning models for retiring or slowing down Advisors.
• Compliance support and training to ensure requirements are met.
• Social Media marketing and strategic personal brand planning for inbound prospecting
• A wide range of Product offering to ensure you have a solution for your clients Financial Planning requirements
• Training and Support in meeting all regulatory requirements, Technological upskilling and support to maintain an edge in the market and be the most efficient you can be.

The Ideal candidate is a person who is looking for a new home for their business, a place to grow and take their business to new heights, a person who feels stuck in their current contract and product limitation. The Ideal candidate is a person who is looking at the Market and sees that being independent may not provide an inheritable opportunity for their business and require a Succession Plan to hand over the clients to skilled an experienced advisors to maintain their book and flows. The Ideal candidate is a person looking for an environment and business ecosystem that provides learning and support, a space to grow and identify new opportunities that may be missed.

If you would like to discuss this opportunity, how it would suit your practice an identify our synergy, perhaps you just want to have a chat with likeminded people and in the industry and network to identify opportunities, please feel free to apply by clicking on the advert.

We have offices and support team all around South Africa, Main growth areas being focused on are Polokwane, Pretoria, Johannesburg, Bloemfontein, Pietermaritzburg, Durban and Cape Town,

If you are an established Financial advisor, looking to elevate your business, offer some market leading products and have a keen interest in being a part of a business that respects you, that believes in ethic's and sound financial planning that serves the best interests of our clients, who go up an beyond the call of duty to ensure that our focus is delivering excellence, then this may be the right place for you.

We look forward to meeting you.