Client-Centric Financial Advisor & Planner

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

Job summary

A reputable financial services company in Graaff-Reinet seeks a professional to attract and retain clients by providing tailored financial advice and selling products. The ideal candidate should have a Matric/N4 equivalent qualification and relevant experience, with strong computer literacy. Responsibilities include engaging with clients, meeting sales targets, and adhering to compliance regulations. Join a team committed to increasing market share and achieving business objectives in the financial sector.

Qualifications

• FAIS requirements based on DOFA date.
• Relevant regulatory examinations if already working in financial services.
• 5 years’ experience for individuals with matric.
• 1-2 years’ experience for individuals with undergraduate degree (preferred).
• Driver's license (desirable).

Responsibilities

• Engage with prospect clients to understand their financial needs.
• Sell products that align with the clients’ financial requirements.
• Accurately record client information and sales details.
• Achieve targets related to production, quality and conversion.
• Comply with legislative regulations and adhere to all compliance requirements.

Skills

Strong computer literacy skills

Fluency in English

Education

Matric/ N4 Equivalent Qualification

Undergraduate degree

Job description

A reputable financial services company in Graaff-Reinet seeks a professional to attract and retain clients by providing tailored financial advice and selling products. The ideal candidate should have a Matric/N4 equivalent qualification and relevant experience, with strong computer literacy. Responsibilities include engaging with clients, meeting sales targets, and adhering to compliance regulations. Join a team committed to increasing market share and achieving business objectives in the financial sector.