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Financial Advisor

Job Description - Financial Advisor


Are you an ambitious, people-oriented professional looking to advance your career in financial advisory?

We are seeking motivated Financial Advisers to join a growing advisory team focused on providing financial planning solutions to middle- and high-income clients across South Africa.

This opportunity offers access to professional development, ongoing training, digital advisory tools and a competitive remuneration structure designed to support your growth and long-term success in the financial services industry.

Key Responsibilities

  • Establish and maintain professional relationships with clients.

  • Engage with clients to understand their financial goals, needs and circumstances.

  • Gather and analyse relevant financial information.

  • Evaluate clients' financial positions and identify suitable planning opportunities.

  • Develop and present financial planning recommendations and alternatives.

  • Implement agreed financial planning solutions.

  • Monitor financial plans and review recommendations as clients' needs evolve.

  • Build and maintain a sustainable client base through professional service and relationship management.





Requirements

  • Matric / Grade 12.

  • A tertiary qualification will be advantageous.

  • At least 2 years of financial advisory or sales experience.

  • RE5 and relevant FAIS qualifications will be advantageous.

  • A clear credit record and criminal record.

  • A valid driver's licence and own reliable transport.




Benefits

What We Offer

  • A competitive remuneration structure designed to provide income stability.

  • Commission earnings of 85%–100%.

  • Training and professional development support.

  • Monthly production bonuses during the first 12 months.

  • Annual performance bonuses.

  • Access to sophisticated digital financial advisory and planning tools.

  • Medical aid and pension fund benefits.

  • Group life benefits.

  • Bursary opportunities for CFP studies.

  • Technology loan facility



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