Commission-Based Financial Advisor: Wealth Planning & Growth

Pivot Services; Johannesburg; On-site; ZAR 300,000 - 520,000; Full time

Job summary

PPS is seeking a Financial Advisor to serve clients in Nelspruit and Johannesburg, including Parktown and Mpumalanga Mbombela/Nelspruit. The role focuses on holistic financial planning with a strong emphasis on risk insurance, savings and investments, wills and estate planning, and tax considerations.

The position is on-site and aims to source, retain and grow a client base while meeting regulatory and compliance standards. A commission-based structure will apply as part of the earnings.

Qualifications

• Proven ability to advise clients and professionals on financial solutions.
• Ability to build and maintain a client book and generate growth.

Responsibilities

• Provide suitable advice to professionals based on financial objectives.
• Prepare and present proposals to clients using planning tools.
• Meet clients to understand financial objectives and explain financial concepts clearly.
• Manage, maintain and grow client relationships and book.
• Adhere to compliance and practice management standards.
• Stay updated on product information and industry changes.

Skills

Financial planning

Sales

Client relationships

Compliance

Job description

PPS is seeking a Financial Advisor to serve clients in Nelspruit and Johannesburg, including Parktown and Mpumalanga Mbombela/Nelspruit. The role focuses on holistic financial planning with a strong emphasis on risk insurance, savings and investments, wills and estate planning, and tax considerations.

The position is on-site and aims to source, retain and grow a client base while meeting regulatory and compliance standards. A commission-based structure will apply as part of the earnings.