Financial Adviser MMH251126-5

Momentum; Graaff-Reinet; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services company in Graaff-Reinet is seeking an experienced financial advisor to attract, acquire, and retain clients. This role involves understanding clients' financial needs and providing tailored investment plans while achieving production and compliance targets. The ideal candidate will have at least a Matric qualification and several years of relevant experience, demonstrating strong computer skills and fluency in English. This position is essential in driving the company's growth and client satisfaction.

Qualifications

• Matric/N4 Equivalent Qualification is required.
• 5 years’ experience for individuals with matric.
• 1-2 years’ experience required for individuals with an undergraduate degree.

Responsibilities

• Engage with prospect clients to understand their financial needs.
• Sell products that align with the clients’ financial requirements.
• Comply with legislative regulations and adhere to all compliance requirements.

Skills

Strong computer literacy

Fluency in English

Education

Matric/N4 Equivalent Qualification

Relevant regulatory examinations

Job description

Role Purpose

Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its longterm viability, To assist clients with creating a personalised financial and investment plan through providing advice according to set company standards and procedures.

Requirements

• Matric/ N4 Equivalent Qualification.
• FAIS requirements based on DOFA date
• Relevant regulatory examinations if you are already working in the financial services industry.
• 5 years’ experience for individuals with matric
• 1-2 years’ experience for individuals with undergraduate degree (preferred)
• Strong computer literacy skills
• Fluency in English
• Driver's license (desirable)

Duties and Responsibilities

• Engage with prospect clients to understand their financial needs.
• Sell products that align with the clients’ financial requirements.
• Accurately record client information and sales details
• Achieve targets related to production, quality and conversion.
• Comply with legislative regulations and adhere to all compliance requirements