Financial Advisor - TS

InspHired Recruitment Solutions

Randburg

On-site

ZAR 300,000 - 600,000

Full time

14 days+

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Benefits offered by this job

Strong leadership and support
Lucrative remuneration and rewards
Supportive work environment
Access to specialist support staff

Job summary

InspHired Recruitment Solutions is seeking a Financial Advisor in Randburg, Gauteng, to assist clients in achieving their financial goals, including retirement and estate planning. The ideal candidate will have a minimum of 2 years' experience and relevant qualifications.

This role offers lucrative remuneration and a supportive work environment, with full access to specialist support staff. If you're passionate about helping clients navigate their financial futures, we invite you to apply.

Qualifications

  • Minimum 2 years of experience as a Financial Advisor.
  • Must be a South African citizen with a copy of ID.
  • RE 5 completed is required.

Responsibilities

  • Assist clients in meeting long-term financial goals.
  • Develop comprehensive financial plans for clients.
  • Design and implement retirement plans for small businesses.

Skills

Financial planning
Client management
Retirement planning
Analytical skills

Education

Certificate of business-related degree (B.Com/120 credits or CFP)
Matric certificate

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
  • Advisors have full access to a range of specialist support staff, promoting an ethos of cohesion and mutual support.
Qualifications
  • Matric certificate
  • Copy of ID (must be a South African citizen)
  • Minimum 2 years experience as a Financial Advisor plus Certificate of business‑related degree (or studying towards) (B.Com/120 credits or CFP)
  • RE 5 completed
Additional Information

For more information contact our office 011 463 5540 or click "I'm interested".

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