Financial Advisor - Northcliff / Randburg

Platinum Talent; Randburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A recruitment agency is looking for ambitious Financial Advisors to join their team in Randburg, South Africa. This role involves providing expert wealth management strategies and offering tailored financial advice to clients. The successful candidates will enjoy a hybrid working model, comprehensive training, and the potential for recurring income streams based on performance. A strong background in sales and financial advisory is essential.

Benefits

Hybrid work model (office and remote)

Commission-based income

Comprehensive training

Access to diverse financial products

Qualifications

• FSCA clearance is essential.
• Clear credit and criminal record is essential.
• Previous financial advisory experience is required.

Responsibilities

• Conduct comprehensive financial needs analyses for clients.
• Offer tailored advice on financial planning, insurance, and investment products.
• Build and maintain long-term relationships with clients.

Skills

Sales skills

Negotiation skills

Interpersonal skills

Multilingual communication

Education

Matric (Grade 12)

CFP - Certified Financial Planner

RE5 qualification

Job description

Overview

Our client is a trusted provider in the Wealth Management and Risk Solutions space, offering clients holistic advice and tailored strategies to protect and grow their financial well-being. Their core services include life insurance, disability cover, risk management, retirement planning, estate planning, and investments, with additional solutions in medical aid, short-term insurance, and wills. They are committed to guiding individuals and businesses in securing long-term financial stability through personalized, client-centric financial advice. We are seeking ambitious, driven, and self-motivated professionals to join as Financial Advisors. This role presents an exciting opportunity to build a thriving advisory practice in wealth and risk management, supported by a hybrid working model and the potential for recurring income streams. As a Financial Advisor, your primary responsibility will be to provide expert wealth management and risk protection strategies, ensuring that clients achieve their long-term goals with customized financial solutions.

Responsibilities

• Conduct comprehensive financial needs analyses for clients.
• Offer tailored advice on financial planning, insurance, and investment products.
• Build and maintain long-term relationships with clients.
• Continuously review and adjust clients' financial strategies as their needs evolve.
• Actively source and generate new business opportunities.
• Stay current with industry trends, product knowledge, and regulatory updates.
• Attend regular meetings and training sessions at the client’s West Rand office.

Qualifications

• Matric (Grade 12) or higher qualification
• FSCA clearance (essential)
• CFP - Certified Financial Planner
• Clear credit and criminal record (essential)
• Own laptop and reliable internet connection
• Own reliable transportation
• RE5 qualification
• Previous financial advisory experience
• Strong multilingual communication and interpersonal skills
• Excellent sales, negotiation, and closing abilities
• Self-motivated with a passion for helping clients achieve financial success

Benefits

• Hybrid work model (office and remote)
• Commission-based income with recurring income potential (subject to terms and conditions)
• Comprehensive training and ongoing professional development
• Access to a diverse range of financial products
• Supportive work environment and access to a mentor network