Client-Focused Financial Advisor & Planner

Momentum; Uniondale; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services company in South Africa is seeking to attract, acquire, and retain clients by selling financial products. The role involves creating personalized financial and investment plans for clients while ensuring compliance with regulatory requirements. Candidates should have a relevant qualification, strong computer literacy, and at least 1-5 years of experience in the financial services industry, depending on their qualifications. Fluency in English and a driver's license are desirable.

Qualifications

• 5 years’ experience for individuals with matric.
• 1-2 years’ experience for individuals with undergraduate degree (preferred).
• Relevant regulatory examinations if you are already working in the financial services industry.

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 leading financial services company in South Africa is seeking to attract, acquire, and retain clients by selling financial products. The role involves creating personalized financial and investment plans for clients while ensuring compliance with regulatory requirements. Candidates should have a relevant qualification, strong computer literacy, and at least 1-5 years of experience in the financial services industry, depending on their qualifications. Fluency in English and a driver's license are desirable.