Financial Advisor – Client Servicing & Admin (Travel Ready)

Mirna Butler Recruitment; Wesselsbron; On-site; ZAR 152,000 - 182,000; Full time

Job summary

Mirna Butler Recruitment is seeking a financially astute Financial Advisor in South Africa. The role focuses on client administration, servicing existing clients, and onboarding new leads rather than sales.

You will hold relevant finance qualifications, RE, FICA accreditation, and experience in Medical Aid and GAP Cover. Willingness to travel and Afrikaans communication are essential.

Join a dynamic financial services agency and help clients achieve financial success.

Qualifications

• Relevant qualification in finance or related field (as per industry standards).
• Regulatory Examination (RE).
• FICA accreditation/licensed.
• Experience in Medical Aid and GAP Cover advice is essential.
• Must be comfortable providing advice to clients.
• Strong administrative skills; this is not a sales or book-building role.
• Focus on client administration, servicing existing clients and onboarding leads.
• Willing to travel occasionally to meet with clients.
• Own reliable vehicle and valid drivers' licence.
• Excellent communication skills in Afrikaans and the ability to build strong client relationships.
• Strong interpersonal and communication skills.
• Passion for helping clients achieve financial success.
• Self-motivated and target-driven.
• Ability to build and maintain strong client relationships.

Responsibilities

• Provide financial advice focusing on client administration and servicing existing clients.
• Onboard new clients provided as leads; no heavy business development.
• Travel occasionally to meet with clients.
• Maintain client relationships and accurate records.

Skills

Afrikaans communication

Driver's license

Client relationship skills

Financial product knowledge

Medical Aid advice

GAP Cover advice

Administrative efficiency

Education

Finance qualification

RE (Regulatory Examination)

FICA accreditation/licensed

Job description

Mirna Butler Recruitment is seeking a financially astute Financial Advisor in South Africa. The role focuses on client administration, servicing existing clients, and onboarding new leads rather than sales.

You will hold relevant finance qualifications, RE, FICA accreditation, and experience in Medical Aid and GAP Cover. Willingness to travel and Afrikaans communication are essential.

Join a dynamic financial services agency and help clients achieve financial success.