Personal Financial Advisor - Durban

About the Role

The Personnel Corporation is seeking an experienced and driven Financial Adviser to join a leading financial services organisation in the Western Cape.

The successful candidate will be responsible for understanding clients’ financial needs, providing professional financial advice, and recommending and implementing suitable financial plans and solutions to help clients achieve their long-term financial goals.

This opportunity is suited to an adviser with an established understanding of financial advisory services, strong business development skills and the ability to build lasting client relationships.

Key Responsibilities

• Identify and assess clients’ financial needs, objectives and circumstances.
  

• Provide sound financial advice and recommend appropriate financial products and solutions.
  

• Develop and implement financial plans tailored to individual client requirements.
  

• Generate new business through prospecting, networking and relationship building.
  

• Grow existing client relationships by identifying opportunities to introduce additional products and services.
  

• Build and maintain a strong client base to support long-term business growth.
  

• Maintain professional client relationships and deliver a high standard of service.
  

• Work towards agreed sales, activity and business development targets.
  

• Demonstrate discipline, resilience and consistency in executing sales activities.
  

• Comply with applicable financial services regulatory requirements and fit-and-proper standards.
  

Required Skills and Competencies

• Strong communication and interpersonal skills.
  

• Excellent negotiation and influencing abilities.
  

• Effective networking and relationship-building skills.
  

• Proven ability to generate new business and identify sales opportunities.
  

• Ability to grow and retain existing client relationships.
  

• Strong self-management, discipline and execution.
  

• Tenacity, resilience and a results-driven approach.
  

• Professionalism and a client-focused mindset.
  

Employment Equity

Appointments will be made in accordance with the employer’s Employment Equity Plan and the requirements of the relevant business unit.

• Grade 12 (Matric) certificate.
  

• At least 2 years’ experience in a financial advisory role.
  

• RE5 Regulatory Examination successfully completed.
  

• Compliance with applicable DOFA and Fit and Proper requirements.
  

• Relevant Class of Business certificates.
  

• An FSCA-approved qualification.
  

• A valid driver’s licence and access to a reliable vehicle.
  

• Ability to pass criminal and credit checks.
  

Required Skills and Competencies

• Strong communication and interpersonal skills.
  

• Excellent negotiation and influencing abilities.
  

• Effective networking and relationship-building skills.
  

• Proven ability to generate new business and identify sales opportunities.
  

• Ability to grow and retain existing client relationships.
  

• Strong self-management, discipline and execution.
  

• Tenacity, resilience and a results-driven approach.
  

• Professionalism and a client-focused mindset.
  

• Commission earnings: 75%–100% commission share when applicable targets are achieved.
  

• Training allowance: R20,000 per month during the first three months of training, subject to the applicable programme terms.
  

• Weekly activity incentives: Potential bonuses of up to R2,000 per week.
  

• Annual performance bonus: Qualifying advisers may earn bonuses of R75,000 or more.
  

• Employee benefits: Access to medical aid, retirement and group life benefits, subject to applicable eligibility and scheme conditions.
  

• Professional development: Support with industry-related qualifications and opportunities for career progression.
  

• Business support: Access to specialist support staff and upmarket office facilities at no cost.
  

• Additional incentives: Opportunities to qualify for periodic competitions, share awards, and regional or international conventions.
  

• Recurring income opportunities: Potential to benefit from existing income flows, subject to the applicable arrangements.
  

• Trail commission protection: Provision for 100% of trail flows to be paid to the adviser’s estate or nominated beneficiary in the event of death or disability, subject to the applicable terms.