Dynamic Commission-Based Financial Adviser

Old Mutual South Africa; South Africa; Hybrid; ZAR 320,000 - 520,000; Full time

Benefits offered by this job

Commission & bonuses

Medical aid & retirement planning

Training & development

Supportive team environment

Job summary

Old Mutual South Africa is seeking a client-focused Financial Advisor to join our Port Elizabeth team. This hybrid role involves building and managing client relationships, providing tailored financial planning advice, and helping individuals and families reach long-term financial goals.

You will assess clients' financial situations, recommend investment strategies, insurance, and retirement plans, and ensure ongoing satisfaction in a supportive environment that balances in-office collaboration

Qualifications

• Relevant tertiary qualification in Finance, Economics, or related field.
• Professional accreditation (e.g., CFP, RE5) is highly desirable.
• Proven track record of successfully advising clients on financial matters.
• Excellent communication, interpersonal, and presentation skills.
• Strong understanding of investment products, insurance, and retirement planning vehicles.
• Ability to work effectively in a hybrid model, managing client interactions both in person and remotely.

Responsibilities

• Develop personalized financial plans based on client needs and objectives.
• Advise clients on investment strategies, retirement planning, insurance, and estate planning.
• Conduct regular reviews to track progress toward financial goals and adjust plans as necessary.
• Build and maintain a strong client base through networking and relationship management.
• Stay updated on market trends, products, and regulatory changes impacting financial planning.
• Ensure all advice complies with industry regulations and ethical standards.

Skills

Client relationships

Communication skills

Sales skills

Presentation skills

Interpersonal skills

Education

Tertiary qualification in Finance or Economics

Job description

Our client is seeking a client-focused and experienced Financial Advisor to join their dynamic team serving the Port Elizabeth area. This hybrid role involves building and managing client relationships, providing tailored financial planning advice, and helping individuals and families achieve their long-term financial goals. You will assess clients' financial situations, recommend appropriate investment strategies, insurance products, and retirement plans, and ensure ongoing client satisfaction. This is an excellent opportunity to leverage your expertise in financial planning within a supportive environment that balances in-office collaboration with remote flexibility.

About the Role

Our client is seeking a client-focused and experienced Financial Advisor to join their dynamic team serving the Port Elizabeth area. This hybrid role involves building and managing client relationships, providing tailored financial planning advice, and helping individuals and families achieve their long-term financial goals. You will assess clients' financial situations, recommend appropriate investment strategies, insurance products, and retirement plans, and ensure ongoing client satisfaction. This is an excellent opportunity to leverage your expertise in financial planning within a supportive environment that balances in-office collaboration with remote flexibility.

Key Responsibilities

• Develop personalized financial plans based on client needs, risk tolerance, and financial objectives.
• Advise clients on investment strategies, retirement planning, insurance needs, and estate planning.
• Conduct regular reviews with clients to track progress towards their financial goals and adjust plans as necessary.
• Build and maintain a strong client base through effective networking and relationship management.
• Stay abreast of market trends, financial products, and regulatory changes impacting financial planning.
• Ensure all advice and recommendations comply with industry regulations and ethical standards.

Requirements

• Relevant tertiary qualification in Finance, Economics, or a related field.
• Professional accreditation (e.g., CFP, RE5) is highly desirable.
• Proven track record of successfully advising clients on financial matters.
• Excellent communication, interpersonal, and presentation skills.
• Strong understanding of investment products, insurance, and retirement planning vehicles.
• Ability to work effectively in a hybrid model , managing client interactions both in person and remotely.

Benefits

• Competitive commission structure and performance incentives.
• Comprehensive benefits package including medical and retirement planning.
• Ongoing training and professional development opportunities.
• Supportive team environment and administrative assistance.
• A rewarding career focused on helping clients achieve financial security in Port Elizabeth .

Our client is seeking a dedicated and client-focused Financial Advisor with a specialization in Investment Planning to join their reputable firm in Port Elizabeth . This role involves building and managing a diverse client portfolio, providing expert advice on investment strategies, wealth management, and financial planning. You will be instrumental in helping clients achieve their long-term financial goals through personalized service and sound financial guidance. This is an office-based position where you will engage directly with clients and colleagues, contributing to the company’s growth in the Eastern Cape region.

About the Role

Our client is seeking a dedicated and client-focused Financial Advisor with a specialization in Investment Planning to join their reputable firm in Port Elizabeth . This role involves building and managing a diverse client portfolio, providing expert advice on investment strategies, wealth management, and financial planning. You will be instrumental in helping clients achieve their long-term financial goals through personalized service and sound financial guidance. This is an office-based position where you will engage directly with clients and colleagues, contributing to the company’s growth in the Eastern Cape region.

Key Responsibilities

• Develop and implement comprehensive financial plans tailored to individual client needs and objectives, focusing on investment strategies.
• Conduct in-depth analysis of clients' financial situations, including assets, liabilities, income, and expenses.
• Provide expert advice on investment products, market trends, and risk management to optimize client portfolios.
• Build and maintain strong, long-term relationships with clients through regular communication and personalized service.
• Stay abreast of financial market developments, regulatory changes, and new investment opportunities.

Requirements

• Relevant tertiary qualification in Finance, Economics, or a related field.
• Proven experience as a Financial Advisor, with a strong track record in investment management.
• Appropriate regulatory certifications and licenses (e.g., FAIS, RE 5).
• Excellent communication, interpersonal, and sales skills.
• Strong analytical abilities and a client-centric approach to financial planning.

Benefits

• Competitive base salary plus commission and performance bonuses.
• Comprehensive benefits package including medical aid