Financial Advisor

People Dimension; Potchefstroom; On-site; ZAR 334,800 - 558,000; Full time

Job summary

People Dimension, a financial services company based in Potchefstroom, is looking for a Financial Advisor to join their dynamic team. The role involves prospecting for new clients, maintaining existing relationships, and providing tailored financial planning solutions.

Suitable candidates will have a Matric, relevant certifications including the CFP, and at least two years of experience in financial advice. Candidates should possess excellent negotiation and presentation skills, and a strong entrepreneurial spirit.

Qualifications

• Matric and successful completion of relevant exams.
• Registered with the Financial Sector Conduct Authority.
• Two years of experience in financial advisory services.

Responsibilities

• Prospect for and close new business.
• Maintain existing business relationships.
• Develop and present financial planning recommendations.

Skills

Negotiation Skills

Presentation Skills

Initiative

Entrepreneurial Ability

Education

Matric

Class of Business exam

RE5 exam

Certified Financial Planner (CFP)®

Tools

Microsoft Software

Job description

A financial services company that provides insurance, investment, wealth management, risk solutions, and employee benefit services to individuals and businesses is seeking a Financial Advisor to join their team.

Key Responsibilities

• Prospecting for and closing new business
• Maintaining existing business
• Developing and presenting financial planning recommendations and/or alternatives to clients
• Adopting a holistic approach to financial advice
• Establishing and defining professional relationships with clients
• Gathering financial data and setting financial objectives
• Analysing and evaluating financial information
• Implementing and monitoring financial planning recommendations

Desired Experience & Qualification

• Matric
• Successfully completed the Class of Business exam
• Successfully completed the RE5 exam
• Certified Financial Planner (CFP)® or an equivalent full qualification (NQF Level 6 with 20 credits)
• Currently registered with the Financial Sector Conduct Authority as a full representative
• Two or more years’ experience as a representative rendering financial advice and intermediary services
• Must be computer literate at a basic to intermediate level in Microsoft software
• Must have excellent negotiation and presentation skills, with the ability to close deals
• Must demonstrate high initiative and entrepreneurial ability, and be able to work independently
• Own transport and a cell phone are mandatory for business purposes

Package & Remuneration

Market related (depending on experience and qualifications)