Financial Advisor

Moonstone; Randburg; On-site; ZAR 300,000 - 600,000; Full time

Benefits offered by this job

Commission-based pay

Growth opportunities

Independent brokerage environment

Job summary

Moonstone, a dynamic independent brokerage based in Randburg, seeks a qualified Financial Advisor with CFP and at least 5 years in financial services to provide holistic financial planning and build long-term client relationships.

You will conduct needs analyses, recommend risk, investment and healthcare solutions, grow your client portfolio, and ensure regulatory compliance in a reputable independent environment.

Qualifications

• CFP® qualification is essential.
• Minimum 5 years’ experience in the financial services industry.
• Strong knowledge of risk planning, insurance, investments, healthcare solutions.
• Regulatory compliance (FAIS) required.

Responsibilities

• Provide comprehensive financial planning and advice to clients.
• Conduct needs analyses and recommend suitable risk, investment, and healthcare solutions.
• Develop and maintain client relationships.
• Identify new business opportunities and grow a sustainable client portfolio.
• Ensure compliance with industry regulations and company standards.

Skills

Sales

Relationship management

Business development

Needs analysis

Education

CFP® qualification

Job description

Qualified Financial Advisor

Join a Dynamic Independent Brokerage

We are seeking a highly motivated and experienced Qualified Financial Advisor to join our growing independent brokerage based in Randburg.

This is an excellent opportunity for a professional who is passionate about providing holistic financial advice and building long-term client relationships.

Minimum Requirements:

• CFP® (Certified Financial Planner) qualification is essential
• Minimum 5 years’ experience in the financial services industry
• Proven experience across: Risk Planning and Insurance
• Investments
• Healthcare/Medical Aid Solutions
• Strong working knowledge and experience dealing with major insurance and investment providers
• Relevant FAIS compliance and regulatory requirements must be met
• Own client base will be advantageous
• Strong sales, relationship management, and business development skills
• Valid driver’s licence and own transport

Key Responsibilities:

• Provide comprehensive financial planning and advice to clients
• Conduct needs analyses and recommend suitable risk, investment, and healthcare solutions
• Develop and maintain client relationships
• Identify new business opportunities and grow a sustainable client portfolio
• Ensure compliance with all industry regulations and company standards

Remuneration:

• Small basic salary
• Attractive commission structure
• Opportunity to build and grow within a reputable independent brokerage environment