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Financial Advisor - Northcliff / Randburg

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Job Description - Financial Advisor - Northcliff / Randburg

Our client is a trusted provider in the Wealth Management
and Risk Solutions space
, offering clients holistic advice and tailored
strategies to protect and grow their financial well-being. Their core services
include life insurance, disability cover, risk management, retirement
planning, estate planning, and investments
, with additional solutions in
medical aid, short-term insurance, and wills.

They are committed to guiding individuals and businesses in
securing long-term financial stability through personalized, client-centric
financial advice.

We are seeking ambitious, driven, and self-motivated
professionals
to join as Financial Advisors.

This role presents an exciting opportunity to build a
thriving advisory practice in wealth and risk management, supported by a hybrid
working model
and the potential for recurring income streams.

As a Financial Advisor, your primary responsibility will be
to provide expert wealth management and risk protection strategies,
ensuring that clients achieve their long-term goals with customized financial
solutions.



Requirements

  • Matric
    (Grade 12) or higher qualification

  • FSCA
    clearance (essential)

  • CFP - Certified Financial Planner
  • Clear credit
    and criminal record (essential)

  • Own laptop
    and reliable internet connection

  • Own reliable
    transportation

  • RE5
    qualification

  • Previous
    financial advisory experience

  • Strong
    multilingual communication and interpersonal skills

  • Excellent
    sales, negotiation, and closing abilities

  • Self-motivated
    with a passion for helping clients achieve financial success

Key Responsibilities:

  • Conduct
    comprehensive financial needs analyses for clients.

  • Offer
    tailored advice on financial planning, insurance, and investment products.

  • Build and
    maintain long-term relationships with clients

  • Continuously
    review and adjust clients' financial strategies as their needs evolve.

  • Actively
    source and generate new business opportunities.

  • Stay current
    with industry trends, product knowledge, and regulatory updates.

  • Attend
    regular meetings and training sessions at the client’s West Rand office.



Benefits

  • Hybrid work
    model (office and remote)

  • Commission-based
    income with recurring income potential (subject to terms and conditions)

  • Comprehensive
    training and ongoing professional development

  • Access to a
    diverse range of financial products

  • Supportive
    work environment and access to a mentor network



Original job Financial Advisor - Northcliff / Randburg posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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