Financial Advisor

Platinum Talent ZA


Date: 1 week ago
City: Roodepoort, Gauteng
Contract type: Full time

Location: Constantia, Roodepoort, Gauteng



Position
: Long-Term Financial Adviso

rPlatinum Talent is proud to represent a distinguished client in the financial services sector, currently seeking multiple seasoned Long-Term Financial Advisors to join their thriving long-term division. This is an exceptional opportunity for professionals who are passionate about empowering clients through insightful, ethical, and strategic financial guidance


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In this client-facing role, you will be responsible for delivering comprehensive, client-centric financial planning solutions that are fully compliant with FAIS legislation. More than just offering products, you’ll be helping individuals secure their financial futures through tailored strategies that reflect their unique life goal


s.
Our client values innovation, empathy, and excellence, and seeks candidates who embody these principles. The ideal advisor will not only have a strong technical grasp of financial instruments and regulatory frameworks but also a genuine passion for relationship-building and long-term client succe

ss.If you are a dedicated and driven financial professional with a track record of trust-based advisory excellence, we invite you to explore this rewarding opportunity to make a meaningful impa



ct.

Minimum Requirem


  • ents:
    RE5 Certifi
    cation – Man
  • datoryMatric (Senior Certificate) – Ess
  • entialNQF Level 5 Qualification in a long-term insurance or financial planning-related field – Highly Advant
  • ageousOwn Reliable Transport – Required for client visits and business devel
  • opmentClear ITC and Criminal Record – Integrity and compliance are non-nego

tiableKey Responsibil

  • ities:Deliver holistic, compliant long-term financial advice aligned with regulatory frameworks (including FAIS and industry stand
  • ards).Develop, grow, and nurture lasting client relationships through consistent engagement and exceptional service del
  • ivery.Build and manage a high-quality client portfolio, demonstrating a strong understanding of financial products and planning strat
  • egies.Exhibit a proactive, client-first approach, consistently achieving and surpassing business development and service ta
  • rgets.Maintain up-to-date knowledge of industry trends, product offerings, and legislative changes to ensure accurate, informed a


dvice.
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