Long Term Financial Advisor

1 month ago


Roodepoort, South Africa Platinum Talent Full time
Job Description

Join our client as a Long Term Financial Advisor in their long term division, where you’ll deliver holistic, client-centered financial advice that aligns with FAIS requirements. This role focuses on understanding client needs to create tailored financial plans, upholding their values of innovation, empathy, and excellence.

Platinum Talent is seeking multiple experienced Long-Term Financial Advisers on behalf of our esteemed clients in the financial services sector.

This role requires a dedicated professional to deliver holistic, client-focused financial planning and advice that adheres to FAIS standards.

The ideal candidate will prioritize client needs and foster strong relationships, providing financial solutions that align with both client expectations and industry regulations.

 

 



Requirements

·         Provide comprehensive long-term financial advice to clients, meeting regulatory standards.

·         Develop and maintain client relationships to deliver exceptional service.

·         Build and manage a client portfolio within the competitive financial services sector.

Demonstrate proactive customer focus, with the ability to achieve and exceed targets

Knowledge: 
Basic knowledge of Insurance Industry
Advanced knowledge of Word Processing and report writing
General Computer and online presentation

BenefitsHigh Paying Commission, product and term variable. 
Office Space
Training
Support *Remote work

Requirements
Experience: Minimum 2 years’ experience in long-term financial advising, with a strong sales performance record. Qualifications: Matric essential; NQF5 in a relevant field is an advantage. Certifications: RE5 certification required. Skills: Strong in communication, analysis, time management, and conflict resolution. Attributes: Assertive, detail oriented, professional, self-driven, and adaptable to changing environments.

  • Roodepoort, South Africa Platinum Talent Full time

    Join our client as a Long Term Financial Advisor in their long term division, where you’ll deliver holistic, client-centered financial advice that aligns with FAIS requirements. This role focuses on understanding client needs to create tailored financial plans, upholding their values of innovation, empathy, and excellence.Platinum Talent is seeking...


  • Roodepoort, South Africa FirstRand Full time

    Job Description To provide appropriate risk and investment advice for Clients through virtual channels. Adhering to FAIS Compliance requirements. Adhering to the FirstRand Product Matrix and Advice Philosophy. Hello Future Personal Financial Advisor. Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and...

  • Financial Advisor

    7 months ago


    Roodepoort, South Africa CMH Consulting (Pty) Ltd Full time

    **Experienced Financial Advisor or Short-Term Advisor.** - Be able to establish and maintain a professional relationship/client base with Individuals/businesses. - Prospect for new clients through various means to ensure good pipeline for the business. - Minimum of 12 months + of sales experience - A Clear ITC and Criminal Record **What is on offer to...


  • Roodepoort, South Africa Platinum Talent Full time

    Our client is a well-established provider of comprehensive financial solutions, offering a range of products including life insurance, short-term insurance, disability cover, medical aid, investments, retirement annuities, estate planning, and wills.They are committed to helping individuals and businesses secure their financial futures with tailored...


  • Roodepoort, South Africa Platinum Talent Full time

    Job DescriptionOur client is a well-established provider of comprehensive financial solutions, offering a range of products including life insurance, short-term insurance, disability cover, medical aid, investments, retirement annuities, estate planning, and wills.They are committed to helping individuals and businesses secure their financial futures with...


  • Roodepoort, Gauteng, South Africa Platinum Talent Full time

    Platinum Talent is a renowned provider of exceptional financial solutions, catering to the diverse needs of individuals and businesses. Our team is dedicated to delivering tailored advice on insurance, investments, and retirement planning.We are seeking a highly motivated and ambitious individual to fill the position of Financial Advisor. This role presents...

  • Service Advisor

    3 months ago


    Roodepoort, South Africa Adendorff Machinery Mart Full time

    We are thrilled to announce a new opening for a highly skilled **Service Advisor** for our **Roodepoort Branch,** **Gauteng**, to join our team! **About the Position** **Technical knowledge of Tools and Machinery would be an advantage.** - Wide range of Power Tools, Welding Machines, compressors. - Small Machinery i.e. Petrol & Diesel Engines,...


  • Roodepoort, Gauteng, South Africa Platinum Talent Full time

    Job OverviewWe are seeking a driven and ambitious Financial Advisor to join our team at Platinum Talent.About the RoleThis is an excellent opportunity for a self-motivated individual to build a successful advisory practice with a reputable financial services provider.The primary focus will be on providing expert financial guidance to clients, ensuring their...


  • Roodepoort, Gauteng, South Africa Platinum Talent Full time

    Establish your reputation as a trusted financial advisor with Platinum Talent.About the RoleWe are seeking ambitious and self-driven individuals to fill the position of Senior Financial Advisor. This exciting opportunity offers a chance to build a successful advisory practice, providing expert financial guidance to clients across the West Rand region.A...


  • Roodepoort, Gauteng, South Africa Platinum Talent Full time

    About the RoleWe are seeking an experienced Senior Financial Strategist to join our esteemed clients in the financial services sector. As a key member of their long-term division, you will deliver holistic, client-centered financial advice that aligns with FAIS requirements.This role requires a dedicated professional to develop and maintain client...


  • Roodepoort, Gauteng, South Africa Platinum Talent Full time

    OverviewAt Platinum Talent, we're committed to excellence in financial services. Our esteemed clients seek experienced Long-Term Financial Advisers to deliver exceptional client-focused advice.


  • Roodepoort, Gauteng, South Africa Platinum Talent Full time

    OverviewAt Platinum Talent, we seek experienced Long Term Financial Advisers to deliver exceptional financial planning and advice to clients in the financial services sector.

  • Financial Advisor

    6 months ago


    Roodepoort, South Africa Sanlam Full time

    Who are we? Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...

  • Financial Advisor

    6 months ago


    Roodepoort, South Africa Sanlam Full time

    **Who are we?** Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as...


  • Roodepoort, South Africa Clicks Group Limited Full time

    **Listing reference**: 015708**Listing status**: Online- **Position summary** **Industry**:Wholesale & Retail Trade - **Job category**:Call Centre and Telesales**Location**:Roodepoort - **Contract**:Fixed Term Contract**Remuneration**:Market Related - **EE position**:Yes**Introduction** - We are looking to recruit a Customer Service Advisor to work within...


  • Roodepoort, South Africa Clicks Group Limited Full time

    **Listing reference**: click_015066**Listing status**: Online- **Position summary** **Industry**:Wholesale & Retail Trade - **Job category**:Call Centre and Telesales**Location**:Roodepoort - **Contract**:Fixed Term Contract**Remuneration**:Market Related - **EE position**:Yes**Introduction** - We are looking to recruit a Customer Service Advisor to work...

  • Relationship Manager

    3 weeks ago


    Roodepoort, South Africa Network International Full time

    Key ResponsibilitiesClient Acquisition and Retention: Develop and manage a portfolio of public sector clients, ensuring long-term relationships and satisfaction.Financial Solutions Provider: Identify client needs and recommend appropriate banking products and services such as loans, deposits, treasury solutions, and advisory services.Strategic Relationship...


  • Roodepoort, Gauteng, South Africa Platinum Talent Full time

    At Platinum Talent, we are seeking a talented Financial Services Professional to join our team of experts in the field of financial solutions. The ideal candidate will have a passion for helping individuals and businesses secure their financial futures.About the RoleThis role provides an excellent opportunity to build a successful advisory practice with a...


  • Roodepoort, Gauteng, South Africa Network International Full time

    We are seeking a highly skilled Strategic Financial Partnerships Manager to join our team at Network International. In this role, you will be responsible for developing and managing a portfolio of public sector clients, ensuring long-term relationships and satisfaction.Key ResponsibilitiesClient Relationship Development: Develop and maintain strong...


  • Roodepoort, Gauteng, South Africa Platinum Talent Full time

    Platinum Talent is a renowned recruitment agency specializing in the financial services sector, connecting top talent with esteemed clients. As a Senior Financial Strategist, you will play a pivotal role in delivering exceptional financial advice to clients, aligning with FAIS standards.This role requires a dedicated professional who can develop and maintain...