Financial Advisor - Paarl

Reference: HC006093-Robyn-1

WE’RE HIRING: FINANCIAL ADVISORS!

Commission based, 3 months salary to be negotiated.

Are you an ambitious, client-focused financial services professional ready to take your career to the next level? We want to hear from you!

Locations: Pretoria | Potchefstroom | Paarl | George

Minimum Requirements

• Matric certificate
• Completed RE5 and Class of Business examinations
• Certified Financial Planner (CFP) or equivalent full qualification (NQF Level 6 with 20 credits)
• Currently registered with the FSCA as a full representative
• Minimum 2 years’ experience providing financial advice and intermediary services
• Strong negotiation, presentation and closing skills
• Excellent communication and relationship-building abilities
• Own transport and cellphone are essential

Key Responsibilities

• Identify and secure new business opportunities
• Build and maintain strong client relationships
• Conduct financial needs analyses and gather client information
• Develop and present tailored financial planning recommendations
• Implement and monitor financial planning solutions
• Maintain and grow existing client portfolios

We're looking for self-motivated, entrepreneurial individuals who can work independently and are passionate about helping clients achieve their financial goals!

Ready to apply? Send your CV to ***email_hidden***

Please indicate your preferred location when applying.

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