Accredited Financial Advisor - Training & Client Impact

Old Mutual South Africa; Gauteng; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services firm in South Africa is seeking a professional financial advisor to provide tailored financial advice to clients. The role demands integrity, excellent communication skills, and a customer-first approach. Candidates should have a Grade 12 certificate, sales experience, and the ability to build solid relationships. This position offers the opportunity for growth through quality training and support.

Benefits

Quality training and support for career growth

Diversity and inclusion initiatives

Qualifications

• FAIS compliance (RE5 an advantage).
• A valid Driver's licence and own car.
• A clear criminal and credit check.
• A minimum of 3 years working experience (preferably in sales).

Responsibilities

• Provide appropriate financial advice aligned with customer goals.
• Offer pro-active, on-demand financial service to allocated markets.
• Build solid relationships with customers to understand their circumstances.

Skills

Interpersonal skills

Communication skills

Sales experience

Proven computer literacy

Education

Grade 12 (Matric) certificate

Tools

MS Office suite

Job description

A leading financial services firm in South Africa is seeking a professional financial advisor to provide tailored financial advice to clients. The role demands integrity, excellent communication skills, and a customer-first approach. Candidates should have a Grade 12 certificate, sales experience, and the ability to build solid relationships. This position offers the opportunity for growth through quality training and support.