Financial Adviser: Academy Training + Commission

Old Mutual; Pietermaritzburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services company in South Africa is seeking a Personal Financial Adviser. The role involves completing the Adviser Academy Learning Programme, which will qualify you for accreditation. Candidates should have a Senior Certificate and minimum 3 years experience in Finance, along with excellent relationship-building skills. The position offers competitive remuneration through commission and advice fees, along with valuable benefits.

Benefits

Living Allowance during training

Medical Aid

Group Life and Funeral cover

Disability cover

Qualifications

• Minimum of 3 years working experience in Finance, Banking or insurance sector advantageous.
• A valid Driver’s License with your own vehicle or access to a vehicle.
• Clear credit and Criminal records.

Responsibilities

• Operate as a Personal Financial Adviser after completing the Adviser Academy Learning Programme.
• Build relationships with clients and provide financial advice.
• Cover a desk fee charge from month 4.

Skills

Building Trust

Consultative Selling

Customer Service

Identifying Sales Opportunities

Oral Communications

Education

Senior Certificate (Matric / Grade 12/ NQF 4)

NQF Level 4 - Grade 12, School leaving Certificate

Job description

A leading financial services company in South Africa is seeking a Personal Financial Adviser. The role involves completing the Adviser Academy Learning Programme, which will qualify you for accreditation. Candidates should have a Senior Certificate and minimum 3 years experience in Finance, along with excellent relationship-building skills. The position offers competitive remuneration through commission and advice fees, along with valuable benefits.