Experienced Financial Adviser (Commission Based)

Pathfinders Consulting Pty Ltd; Wes-Kaap; Remote; ZAR 300,000 - 600,000; Full time

Benefits offered by this job

Competitive commission-based earnings

National client portfolio growth

Established financial services环境

Job summary

Pathfinders Consulting Pty Ltd is seeking an Experienced Financial Adviser for a remote, nationwide role. This commission-based opportunity targets seasoned professionals with a proven track record in financial planning, investments, and high-standard client relationship management.

Responsibilities include delivering comprehensive financial planning across long-term insurance and investments, growing a client portfolio, and ensuring compliance with FAIS, RE5, and FSCA Fit and Proper

Qualifications

• Minimum of two years financial planning experience.
• Recognised FAIS qualification reflecting at least 120 credits.
• Passed regulatory examination for representatives, RE5.
• Completed Class of Business (COB) for Long Term Insurance and Investments.
• Proven track record in managing client relationships.
• Able to meet FSCA Fit and Proper requirements regarding character, honesty and integrity.

Responsibilities

• Deliver financial planning and advice across Long Term Insurance and Investment product categories.
• Manage and grow a portfolio of clients through proactive relationship management.
• Ensure ongoing compliance with FAIS, RE5, and FSCA Fit and Proper requirements.
• Maintain and complete Class of Business (COB) accreditation in Long Term Insurance and Investments.
• Uphold personal integrity and professional standards in all client dealings.

Skills

Financial planning

Client relationships

Compliance

Portfolio management

Education

FAIS qualification (120 credits)

Job description

This is a remote position.

About The Role

Our Client, a leading financial services provider, is seeking an Experienced Financial Adviser to join their national team. This is a commission based opportunity for a seasoned adviser with a proven track record in financial planning, investments, and client relationship management.

Key Responsibilities

• Deliver financial planning and advice across Long Term Insurance and Investment product categories
• Manage and grow a portfolio of clients through proactive relationship management
• Ensure ongoing compliance with FAIS, RE5, and FSCA Fit and Proper requirements
• Maintain and complete Class of Business (COB) accreditation in Long Term Insurance and Investments
• Uphold personal integrity and professional standards in all client dealings

Requirements

• Do you have a minimum of two years financial planning experience?
• Do you hold a recognised FAIS qualification reflecting at least 120 credits?
• Have you passed the regulatory examination for representatives, RE5?
• Have you completed Class of Business (COB) for Long Term Insurance and Investments?
• Can you demonstrate a proven track record in successfully managing client relationships?
• Are you able to meet FSCA Fit and Proper requirements regarding character, honesty and integrity?

Benefits

• Competitive, uncapped commission based earning structure
• National opportunity to manage and grow an established or personal client portfolio
• A reputable, established financial services environment