Financial Advisor – Remote

Ntice Search Solutions; KwaZulu-Natal; Remote; ZAR 30,000 - 70,000; Full time

Job summary

An established financial services institution is looking for a dynamic Financial Planner/Advisor to join their remote team. This role offers the chance to build relationships with high-net-worth clients and provide tailored financial solutions. With a focus on mentorship and professional growth, you will play a key role in enhancing clients' financial well-being. The position comes with a competitive base salary, benefits, and an attractive incentive scheme, making it an excellent opportunity for results-driven professionals seeking flexibility and strong earning potential.

Qualifications

• 3+ years of experience in financial solutions sales to high-income clients.
• Relevant finance degree or diploma; CFP or CFA preferred.

Responsibilities

• Build and expand relationships with high-net-worth individuals.
• Provide tailored wealth management solutions to clients.
• Engage in ongoing training and mentorship for professional growth.

Skills

Financial Planning

Client Relationship Management

Wealth Management Strategies

Sales Skills

Education

Degree or Diploma in Finance

CFP or CFA Certification

Job description

Our client, a reputable financial services institution, is seeking an experienced Financial Planner / Advisor to join their Midlands-based, client-facing team. This fully remote, work-from-home opportunity allows you to grow your client portfolio and increase assets under management, with a competitive base salary, benefits, and an attractive incentive scheme.

As a Financial Planner, you will…

1. Build Relationships – Develop and expand a network of high-net-worth individuals seeking expert financial guidance.
2. Provide Tailored Solutions – Help clients identify their financial goals and create personalized wealth management strategies.
3. Learn & Grow – Benefit from mentorship by seasoned professionals and ongoing training to enhance your expertise.
4. Make a Meaningful Impact – Play a key role in improving clients’ financial well-being and securing their financial future.

Minimum Requirements:

Education and Experience:

1. Qualifications: A relevant degree or diploma in finance. CFP or CFA certification is preferred, or you must be open to obtaining it.
   Experience: At least 3 years of experience selling financial solutions to high-income private clients.

Knowledge and Skills:

1. If you’re a results-driven financial professional looking for a flexible, remote role with strong earning potential, we’d love to hear from you!