Commission-Based Financial Advisor & Wealth Planner

Vital Element; Gauteng; On-site; ZAR 250 000 - 450 000; Full time

Job summary

A financial services firm in South Africa is seeking Financial Advisors to build and manage client portfolios, provide investment guidance, and develop comprehensive financial plans. Candidates should have experience in financial advisory, a Diploma in Financial Planning, and a commitment to acting in the client's best interest. This commission-based role offers the independence to grow one's client base and make a significant impact in clients' financial lives.

Qualifications

• 2 years of experience in financial advisory role.
• Valid driver's licence required.
• FSP's licence as a Representative is necessary.

Responsibilities

• Build and grow your client book through signing on new clients.
• Conduct thorough reviews of a client's financial situation.
• Provide investment advice aligned with client goals.
• Create tailored financial strategies for clients.
• Regularly monitor and adjust clients' investment accounts.
• Educate clients on financial products and risks.

Skills

Financial Acumen

Analytical Skills

Communication

Client-Focused Approach

Integrity & Confidentiality

Education

Diploma in Financial Planning

CFP Board certification

RE5 – Representative Exam

Job description

A financial services firm in South Africa is seeking Financial Advisors to build and manage client portfolios, provide investment guidance, and develop comprehensive financial plans. Candidates should have experience in financial advisory, a Diploma in Financial Planning, and a commitment to acting in the client's best interest. This commission-based role offers the independence to grow one's client base and make a significant impact in clients' financial lives.