Vacancy: Financial Advisors
Locations: Western Cape, Eastern Cape, Gauteng, Pretoria, Free State, Polokwane, KZN
Starting Date: Actively Seeking - ongoing open opportunities
Remote, Hybrid options available
Industry: Financial Services
Mandatory required documentation: Updated DOFA and CV to be emailed to :
Requirements:
● Grade 12
● Degree related to Financial Industry preferred
● Certified Financial Planner (CFP) or equivalent full qualification (NQF6 with 120 credits
● Completed the class of business exam
● Completed the RE 5 exam
● Registered with the FSCA as a full representative
● 3 to 5 years experience as a representative rendering financial advice and intermediary
services.
● Computer Literate
● Excellent negotiation and presentation skills
● Ability to close deals
● Own transport & valid drivers licence
Responsibilities
● Establish professional relationships with clientele
● Prospecting and closing of new business
● Gathering of financial data and setting financial objectives
● Strong Analysing skills
● Developing and presenting financial planning recommendations
● Implementation of financial planning recommendations
● Monitoring of financial planning and recommendations:
Preferred Qualities
● Excellent communication and negotiation skills
● Passion for Financial Planning and Wealth Management
● Meticulous Advisors
● Strong ethical compass
● Discipline in achieving long term financial success
● Risk Management -focus approach
● Strong Mathematical skills
● Specialist knowledge of investments, saving and Money Management
● Advanced Network skills
Benefits
Lucrative income potential
Professional acceleration
In Depth Inhouse Training across the product range
Back Office Support
Benefits and commissions to discuss during interview selection