Professional Independent Financial Advisor

3 weeks ago


Johannesburg, South Africa 1.618 Financial Services Full time

Company Description

1.618 Advisory Services is a financial advisory based nationally and internationally. We have offices in the following areas: Randpark Ridge (HQ), Sandton, Midrand, Pretoria, KZN-Mount Edgecombe, Cape Town, Durbanville and Meyersdal where we are actively seeking to grow our team of seasoned independent financial advisors.

Our mission is to help clients achieve their future goals by customising wealth-building solutions for them and their businesses. We pride ourselves on providing a holistic approach to financial planning, with a team of highly skilled financial planners who are dedicated to ensuring comprehensive cover and protection for clients and their loved ones.

Role Description

This is a full-time hybrid role for a Professional Financial Advisor. The Financial Advisor will be responsible for providing financial planning services to clients, including retirement planning, investment advice, and financial advisory. The role will be primarily based in Pretoria, with flexibility for some remote work.

Qualifications

•Experience in financial planning, investment management, and/or insurance industry knowledge of more than 3 years plus (not under supervision)

•Experience in Finance and Investments

•CFP would be an advantage

•Relevant certifications (RE) and qualifications in financial planning at NQF 6 level compulsory

•Excellent communication and interpersonal skills

•Dedication to client satisfaction and relationship-building

•Ability to work both independently and within a team

•Excellent communication, presentation, and relationship-building skills

•Strong analytical and problem-solving skills

•Ability to work independently and manage time effectively

•Attention to detail and excellent organizational skills

•Experience with financial planning software and tools

•Commitment to ongoing professional development and continuing education

Become a part of 1.618 Prescience as an Independent Financial Advisor and begin illuminating the path to financial prosperity. By joining us as an Independent Financial Advisor you’ll gain access to: 

•Full office structure (including IT support) 

•PI Cover

•Full Compliance support 

•Full Customer Relationship Management and FNA system 

•High commission share 

•Administration support available 

•Paraplanning support available 

•Industry-wide codes and support 

•Short Term Binder Partners

•Referral system within 1.618 on non-accredited products

Should you are interested, please send me your contact details and CV for further discussions.



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