Financial Advisor — Commission-Based, High Growth

The Personnel Corporation; Durban; On-site; ZAR 300,000 - 700,000; Full time

Benefits offered by this job

Commission earnings

Training allowance

Weekly incentives

Annual bonus

Employee benefits

Professional development

Business support

Additional incentives

Recurring income

Trail commission protection

Job summary

The Personnel Corporation is seeking an experienced Financial Adviser to join a leading financial services organisation in the Western Cape. You will understand clients’ financial needs and provide professional financial advice, implementing suitable plans to help clients reach long-term goals.

Grow a lasting client base, develop business through networking, and maintain high standards of service while meeting agreed targets.

Qualifications

• Matric/Grade 12 is required.
• RE5 Regulatory Examination completed.
• Compliance with DOFA and fit-and-proper standards.
• Relevant Class of Business certificates.
• FSCA-approved qualification.

Responsibilities

• Identify and assess clients’ financial needs and objectives.
• Provide sound financial advice and recommend suitable products.
• Develop and implement tailored financial plans.
• Generate new business through networking and relationship-building.
• Grow existing client relationships and opportunities.
• Maintain a strong client base and deliver high service standards.
• Meet sales, activity, and business development targets.
• Demonstrate discipline and resilience in sales activities.
• Comply with financial services regulatory requirements.

Skills

Communication skills

Interpersonal skills

Negotiation

Networking

Prospecting

Client relationship management

Self-management

Discipline

Tenacity

Professionalism

Education

Grade 12

RE5

DOFA compliance

Class of Business certificates

FSCA qualification

Job description

The Personnel Corporation is seeking an experienced Financial Adviser to join a leading financial services organisation in the Western Cape. You will understand clients’ financial needs and provide professional financial advice, implementing suitable plans to help clients reach long-term goals.

Grow a lasting client base, develop business through networking, and maintain high standards of service while meeting agreed targets.