Advancing Financial Adviser (Commission Based)

Pathfinders Consulting Pty Ltd; Cape Town; Remote; ZAR 240,000 - 420,000; Full time

Benefits offered by this job

Commission based earning structure

National footprint across SA

Long term career path in financial ad-

Job summary

Our Client, a leading financial services provider, is seeking an Advancing Financial Adviser to join its national adviser network. The role is commission-based and remote-friendly, offering a pathway to a long-term career in financial planning and advice.

You will provide financial planning and advice to clients across South Africa, build lasting relationships, and complete product accreditations while meeting FSCA Fit and Proper requirements.

Qualifications

• Minimum of 12 months financial planning experience.
• Long Term Insurance COB completed.
• Recognised diploma or degree (advantageous).
• Regulatory RE5 examination completed (advantageous).
• FSCA Fit and Proper personal character requirements must be met.
• Self-motivated, target-driven and passionate about client service.

Responsibilities

• Provide financial planning advice aligned to FAIS and FSCA fit and proper requirements.
• Build and maintain long-term client relationships through regular engagement.
• Meet and exceed sales targets and customer service expectations.
• Complete required product accreditations, including Long Term Insurance Class of Business (COB).
• Maintain personal character, honesty and integrity in line with Fit and Proper standards.

Skills

Financial planning

Client relationships

Sales targets

Product accreditation

Integrity

Education

Diploma or degree (advantageous)

Job description

Our Client, a leading financial services provider, is looking for an Advancing Financial Adviser to join their national adviser network. This is a commission based, remote friendly opportunity for a driven, customer focused individual who wants to build a long term career in financial planning and advice.

About the Role

As an Advancing Financial Adviser, you will provide financial planning and advice to clients, build lasting relationships, and grow a client base across South Africa. Our Client offers ongoing support, product accreditation, and a clear growth path toward becoming a fully Experienced Financial Adviser.

Key Responsibilities

• Provide financial planning advice aligned to FAIS and FSCA fit and proper requirements

Our Client, a leading financial services provider, is looking for an Advancing Financial Adviser to join their national adviser network. This is a commission based, remote friendly opportunity for a driven, customer focused individual who wants to build a long term career in financial planning and advice.

About the Role

As an Advancing Financial Adviser, you will provide financial planning and advice to clients, build lasting relationships, and grow a client base across South Africa. Our Client offers ongoing support, product accreditation, and a clear growth path toward becoming a fully Experienced Financial Adviser.

Key Responsibilities

• Provide financial planning advice aligned to FAIS and FSCA fit and proper requirements


• Build and maintain long term client relationships through regular engagement


• Meet and exceed sales targets and customer service expectations


• Complete required product accreditations, including Long Term Insurance Class of Business (COB)


• Maintain personal character, honesty and integrity in line with Fit and Proper standards

Requirements

• Do you have a minimum of 12 months financial planning experience?


• Have you completed the Long Term Insurance Class of Business (COB)?


• Do you hold a recognised diploma or degree (advantageous)?


• Have you passed the regulatory examination for representatives, RE5 (advantageous)?


• Are you able to meet FSCA Fit and Proper personal character requirements, including honesty and integrity?


• Are you self motivated, target driven, and passionate about client service?

Benefits

What Our Client Offers

• Commission based earning structure with uncapped potential


• National footprint with flexibility to build a client base across South Africa


• A long term career path in financial advice and planning