Financial Advisor - Ts

Insphired Recruitment Solutions; Gauteng; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial advisory firm is seeking a Financial Advisor in Gauteng to assist clients in meeting long-term financial goals including retirement and estate planning. The ideal candidate should have a Matric certificate, a business-related degree (or studying towards), and at least 2 years' experience as a Financial Advisor. An RE 5 qualification is also required. The position offers a supportive work environment and lucrative rewards for successful performance.

Benefits

Strong leadership and support

Lucrative remuneration and rewards

Supportive work environment

Qualifications

• Minimum 2 years experience as a Financial Advisor.
• Must be a South African citizen.
• RE 5 completed.

Responsibilities

• Assist clients to meet long-term financial goals.
• Design and implement retirement plans for small businesses.
• Provide assistance in all phases of financial plan implementation.

Skills

Strong leadership

Client relationship management

Financial planning

Education

Matric certificate

Certificate of business-related degree

Job description

Job Description

To assist up‑scale and emerging up‑scale individuals to meet long‑term financial goals such as retirement, university fees, and estate planning.

Once a comprehensive financial plan is developed, assistance is provided to the client in all phases of implementation.

For small businesses, design and implement retirement plans, with special emphasis on Selective Benefit Plans for highly‑compensated employees and owners.

Benefits

• Strong leadership and support
• Lucrative remuneration and rewards
• Supportive work environment

Qualifications

• Matric certificate
• Copy of ID (must be a South African citizen)
• Minimum 2 years experience as a Financial Advisor plus a certificate of business‑related degree (or studying towards) – B/credits or CFP
• RE 5 completed

Additional Information

For more information contact our office or click "I’m interested".

Job Location

#J-*****-Ljbffr