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

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