Financial Advisor Sandton

Old Mutual Personal Financial Advice; Gauteng; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial advisory firm in South Africa is seeking a Financial Advisor to help clients achieve their financial goals. You will provide expert financial advice, recommend tailored solutions, and build strong customer relationships. Candidates should have a Senior Certificate and be FAIS accredited. We offer comprehensive training and competitive remuneration including commission, medical aid, and more.

Benefits

Medical aid

Group life cover

Funeral cover

Disability cover

Qualifications

• Must have Senior Certificate (Matric / Grade 12 / NQF 4 equivalent).
• Must be FAIS accredited and hold RE5 qualification.
• Outstanding networking and relationship building skills.

Responsibilities

• Champion customers to achieve lifetime goals.
• Identify financial needs and provide sound financial advice.
• Recommend and implement financial plans and solutions.

Skills

Networking skills

Relationship building

Financial advice

Education

Senior Certificate (Matric / Grade 12 / NQF 4 equivalent)

Fit and proper / FAIS accredited

RE5 / FAIS Qualification

Job description

Duties & Responsibilities

Role overview

The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions. As an Established Financial Advisor within Direct Financial Advice, you have the opportunity to work within a financial sales outbound contact centre where you will receive qualified leads, and you will be enabled by receiving comprehensive training, the necessary system and management support to assist you in building a successful career as a Financial Adviser.

Desired Experience & Qualification

Qualification & Experience

• Senior Certificate (Matric / Grade 12 / NQF 4 equivalent)
• Fit and proper / FAIS accredited
• RE5 / FAIS Qualification required

Package & Remuneration

Adviser Training which will qualify you to operate as a Personal Financial Adviser.

Upon successful completion of the Adviser Training Programme and accreditation to operate as a Financial Adviser, you will receive market competitive remuneration in the form of commission & basic allowance, medical aid, group life, funeral and disability cover.

If you are a self-starter, with outstanding networking and relationship building skills then apply for our Financial Advisor positions to unleash your potential and be your exceptional best every day!