Client-Focused Financial Advisor & Planner

Momentum; East London; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services company in South Africa is seeking an experienced client advisor to attract, acquire, and retain clients by selling products and providing tailored financial advice. The ideal candidate will have a Matric or equivalent qualification, strong computer skills, and at least 5 years of experience in the financial services industry. This role requires fluency in English and offers the chance to impact client retention and market share positively.

Qualifications

• 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

Relevant regulatory examinations

Job description

A leading financial services company in South Africa is seeking an experienced client advisor to attract, acquire, and retain clients by selling products and providing tailored financial advice. The ideal candidate will have a Matric or equivalent qualification, strong computer skills, and at least 5 years of experience in the financial services industry. This role requires fluency in English and offers the chance to impact client retention and market share positively.