Financial Adviser

51736F19-04F8-4368-9978-2Abfd5Dcc5A6; Gauteng; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services company in Gauteng is seeking an experienced Financial Advisor to take over a significant book of business, promising instant annuity income from day one. Candidates must have a strong client base, meet essential qualifications, and demonstrate fluency in both English and Afrikaans. This exclusive role offers incredible support and technology to build a solid practice, with substantial cross-selling potential.

Qualifications

• Must be a South African citizen.
• Clear ITC and criminal record required.
• Own transport and valid driver's license necessary.
• 3+ years of DOFA tenure.
• Established client base required.

Responsibilities

• Take over a high-quality book of business.
• Nurture relationships with established clients.
• Generate steady annuity income.

Skills

Fluency in English

Fluency in Afrikaans

Client relationship management

Cross-selling

Compliance with COB 3 and COB 7

Education

Matric

Tertiary qualification or CFP

Tools

Office infrastructure

Laptop

Job description

Experienced Advisors Only : Secure an instant annuity income stream from Day 1.We are seeking a trulyexceptional Financial Advisorto take over a significant, high-quality book of business.

This lucrative offer will set you up for a rewarding career in addition to having access to the best contract in the industry, coupled with incredible support and technology to build a strong practice with equity.

Momentum undoubtedly also has best-of-breed solutions with a brand that puts the adviser at the centre of our purpose.The book features established clientsprimarily in Gauteng and generates a steady, reliableannuity income exceeding R, per year.

This is a game-changer for an advisor ready to hit the ground running and capitalise on major cross-selling potential.Do You Qualify for This Zero-Cost Opportunity?

This opportunity is reserved forexperienced professionalswho can seamlessly take over and nurture these relationships.

You must meet every single minimum requirement listed below to be considered :

• South African Citizen
• Matric and a tertiary qualification or CFP is preferred.
• Clear ITC and criminal record.
• Own office infrastructure and laptop.
• Valid driver's licence and own transport / vehicle.
• DOFA tenure of 3 years or more preceding application.
• Must be competent in COB 3 and COB 7.
• RE5 completed.
• Age from 25 years and older.
• Well-established client base with opportunities for upselling and cross-selling.
• Fluency in bothEnglish and Afrikaansis essential due to the demographics of this specific client base.
• Minimum current annual turnover (IRP5) of R,.Ready to Secure Your Instant Income Stream?

This opportunity is highly exclusive.

To secure an interview and discuss the potential of this book, reply to this advertisement now.Please ensure your application includes your CV and a clear, explicit statement confirming you meet every single minimum requirement listed above.We look forward to hearing from you.succession #incomestream #adviser #clientbase #opportunity #experienced #DOFA #cost #advisor #advice #career #contract #Gauteng #income #fees #commission #annuityincome #businessopportunity #position #career #contract #bestofbreed #brandwithaheart