Financial Adviser | High Earnings, Growth & Benefits

The Personnel Corporation; Cape Town; On-site; ZAR 500,000 - 900,000; Full time

Benefits offered by this job

Commission earnings: 75%–100%

Training allowance: R20,000 per month

Weekly activity incentives

Annual performance bonus: >= R75,000

Medical aid, retirement and group life

Professional development support

Office facilities and staff support

Regional/international conventions

Trail commission protection

Job summary

The Personnel Corporation, a Cape Town-based HR consultancy, seeks an experienced Financial Adviser to join a leading financial services organisation in the Western Cape. You will understand clients’ financial needs, provide professional financial advice, and implement suitable plans to help clients achieve long-term goals.

Role emphasizes business development, relationship building and compliance with regulatory standards.

Qualifications

• 2+ years’ experience in a financial advisory role.
• RE5 regulatory exam completed and DOFA fit & proper compliance.
• FSCA-approved qualification and relevant Class of Business certificates.

Responsibilities

• Identify and assess clients’ financial needs and objectives.
• Provide sound financial advice and recommend suitable products.
• Develop and implement tailored financial plans for clients.
• Generate new business through prospecting, networking and relationships.
• Grow existing client relationships and expand service offerings.
• Maintain a strong client base to support long-term growth.
• Meet sales targets and maintain professional client relationships.

Skills

Strong communication

Negotiation

Networking

New business development

Client relationship growth

Self-management

Tenacity

Professionalism

Education

RE5 Regulatory Examination

FSCA-approved qualification

Grade 12 (Matric)

Job description

The Personnel Corporation, a Cape Town-based HR consultancy, seeks an experienced Financial Adviser to join a leading financial services organisation in the Western Cape. You will understand clients’ financial needs, provide professional financial advice, and implement suitable plans to help clients achieve long-term goals.

Role emphasizes business development, relationship building and compliance with regulatory standards.