Client-Centric Financial Advisor & Planner

Momentum; Graaff-Reinet; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services company in Graaff-Reinet is seeking an experienced financial advisor to attract, acquire, and retain clients. This role involves understanding clients' financial needs and providing tailored investment plans while achieving production and compliance targets. The ideal candidate will have at least a Matric qualification and several years of relevant experience, demonstrating strong computer skills and fluency in English. This position is essential in driving the company's growth and client satisfaction.

Qualifications

• Matric/N4 Equivalent Qualification is required.
• 5 years’ experience for individuals with matric.
• 1-2 years’ experience required for individuals with an undergraduate degree.

Responsibilities

• Engage with prospect clients to understand their financial needs.
• Sell products that align with the clients’ financial requirements.
• Comply with legislative regulations and adhere to all compliance requirements.

Skills

Strong computer literacy

Fluency in English

Education

Matric/N4 Equivalent Qualification

Relevant regulatory examinations

Job description

A leading financial services company in Graaff-Reinet is seeking an experienced financial advisor to attract, acquire, and retain clients. This role involves understanding clients' financial needs and providing tailored investment plans while achieving production and compliance targets. The ideal candidate will have at least a Matric qualification and several years of relevant experience, demonstrating strong computer skills and fluency in English. This position is essential in driving the company's growth and client satisfaction.