Long Term Financial Advisor, Westville, KZN.

Platinum Talent; KwaZulu-Natal; On-site; ZAR 300 000 - 600 000; Full time

Job summary

A leading company in the financial services sector is seeking experienced Long Term Financial Advisors. The role involves delivering client-centered financial advice, developing relationships, and ensuring compliance with industry regulations. Candidates should possess relevant qualifications and a commitment to client service.

Benefits

High-paying commission products

Office space

Training

Support

Qualifications

• At least 1 year of experience in the financial services industry.
• Compliance with FAIS requirements based on the date of first appointment.

Responsibilities

• Provide comprehensive long-term financial advice to clients.
• Develop and maintain client relationships and manage a client portfolio.
• Achieve and exceed targets through proactive customer focus.

Skills

Business Development

Estate Law

Sales Experience

Trusts

Wealth Management

Financial Services

Investment Experience

Customer Relationship Management

Financial Planning

Wills

Education

Matric

Long-term industry-related qualification (NQF5)

RE5 Certification

Job description

Location: Derby Downs Office Park, Westville, South Africa

Join our client as a Long Term Financial Advisor in their long-term division, where you'll deliver holistic, client-centered financial advice that aligns with FAIS requirements. This role focuses on understanding client needs to create tailored financial plans, upholding their values of innovation, empathy, and excellence.

Platinum Talent is seeking multiple experienced Long-Term Financial Advisers on behalf of our esteemed clients in the financial services sector.

This role requires a dedicated professional to deliver holistic, client-focused financial planning and advice that adheres to FAIS standards.

The ideal candidate will prioritize client needs and foster strong relationships, providing financial solutions that align with both client expectations and industry regulations.

Requirements:

1. Matric
2. Long-term industry-related qualification (NQF5) advantageous
3. RE5 Certification
4. Own reliable transport
5. Clear ITC and criminal record

Responsibilities include providing comprehensive long-term financial advice to clients, developing and maintaining client relationships, building and managing a client portfolio, and demonstrating proactive customer focus to achieve and exceed targets. The role offers high-paying commission products and variable terms, office space, training, and support.

Your primary responsibility will be to provide exceptional client experiences across diverse market segments, including middle-income, affluent, professional, and business clients.

Education:

At least 1 year of experience in the financial services industry, Matric or equivalent qualification. Compliance with FAIS requirements based on the date of first appointment (DOFA): relevant Class of Business Certificates completed within 1 year of DOFA, RE5 certification completed within 2 years, and FSCA-approved qualification obtained within 6 years.

Key Skills:

• Business Development
• Estate Law
• Sales Experience
• Trusts
• Wealth Management
• Financial Services
• Investment Experience
• Customer Relationship Management
• Financial Planning
• Wills

Employment Type: Full Time

Experience: 1+ years

Vacancy: 1

Create a job alert for this search

Financial Advisor • eThekwini Metropolitan Municipality, South Africa