Financial Advisor - Cape West Coast

MMI Holdings Ltd; Altenpleen; Vor Ort; EUR 14.000 - 20.000; Vollzeit

Zusammenfassung

A reputed financial services company is seeking a Financial Advisor to attract and retain clients by selling financial products. Responsibilities include client engagement, conducting affordability analysis, and providing financial advice to improve clients' financial wellness. A degree in relevant fields and 1-2 years of experience in a financial advice role are essential. This position is based in South Africa, with no remote opportunity.

Qualifikationen

• 1-2 years’ experience in a financial advice rendering role (essential).
• 1-3 years’ experience in the financial services industry (desirable).

Aufgaben

• Engage with prospective clients to highlight features and benefits of products.
• Sell products aligned with client needs after affordability analysis.
• Provide financial advice to enhance clients’ financial wellness.

Kenntnisse

Interpersonal skills

Communication skills

Planning skills

Influencing skills

Knowledge of the financial services industry

Knowledge of relevant legislation

Ausbildung

Degree in Financial Planning, Business, Finance, Economics or equivalent qualification

Certificate of proficiency in Insurance or equivalent qualification

Relevant legislative/regulatory exams or qualifications

Certified Financial Planner (CFP) or equivalent registration

Jobbeschreibung

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Client:

MMI Holdings Ltd

Location:

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

a92c6beb9849

Job Views:

2

Posted:

10.08.2025

Expiry Date:

24.09.2025

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Job Description:

Closing Date: 2023/03/31

Reference Number: MMH230306-4

Job Title: Financial Advisor - Cape West Coast

Position Type: Permanent

Role Family: Sales

Cluster: Metropolitan Life

Remote Opportunity: None

Location - Country: South Africa

Location - Province: Western Cape

Location - Town / City: Parow

Introduction

Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security.

Metropolitan operates in South Africa, but the brand is also present in 7 African countries including Namibia, Botswana, Kenya, Ghana, and Lesotho. Metropolitan provides financial wellness solutions that meet the needs of low-income clients, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions, and life insurance. www.metropolitan.co.za

Role Purpose

Attract, acquire, and retain clients by selling company products to generate new business and to provide after-sales service to clients to ensure client retention, increase market share, and contribute to the overall business objectives and its long-term viability.

Requirements

• 1-2 years’ experience in a financial advice rendering role (essential)
• 1-3 years’ experience in the financial services industry (desirable)
• Degree in Financial Planning, Business, Finance, Economics, or equivalent qualification
• Certificate of proficiency in Insurance or equivalent qualification
• Relevant legislative/regulatory exams or qualifications
• Specific licensing or registration
• Certified Financial Planner (CFP) or equivalent registration
• Interpersonal skills
• Communication skills
• Planning skills
• Influencing skills
• Knowledge of the financial services industry
• Knowledge of relevant legislation

Duties & Responsibilities

INTERNAL PROCESS

• Engage with prospective clients to highlight features and benefits of products based on their financial wellness needs.
• Sell products aligned with client needs after conducting affordability analysis.
• Calculate and advise on tax and legal implications of products or changes.
• Accurately capture client information, actions, and sales on the systems.
• Complete administrative and reporting requirements within deadlines.
• Achieve targets on production, quality, and conversion, ensuring compliance with legislative requirements.
• Provide financial advice to enhance clients’ financial wellness.

CLIENT

• Investigate client queries within the agreed service levels and ensure timely feedback.
• Escalate queries to relevant departments.
• Provide accurate information and advice to clients and stakeholders.
• Report on service delivery against agreements and targets.
• Build and maintain relationships with clients and stakeholders.
• Recommend improvements in client service and fair treatment.
• Participate in a culture of rewarding relationships and exceptional service.
• Proactively promote trustworthy product offerings through professional advice.

PEOPLE

• Develop productive relationships with peers and stakeholders.
• Participate in change initiatives.
• Continuously develop professional and industry knowledge.
• Contribute to innovation and share new ideas.
• Drive personal career development.

FINANCE

• Enhance cost-effectiveness and operational efficiency.
• Manage resources responsibly.
• Contribute to risk management processes.

Competencies

• Analyzing information, problem-solving, and asking probing questions.
• Interacting with people confidently and engagingly.
• Persuading and negotiating effectively.
• Articulating information clearly and confidently.
• Exuding self-confidence and positive outlook.
• Maintaining focus on targets and deadlines.
• Following procedures diligently to minimize risks.