Enable job alerts via email!
Boost your interview chances
Create a job specific, tailored resume for higher success rate.
An established industry player is seeking a dynamic Financial Advisor to provide expert financial services to professionals in the Boland and Cape Winelands regions. This commission-based role focuses on holistic financial planning, including risk insurance, investments, and estate planning. The ideal candidate will possess a strong sales background, a passion for financial advisory, and the ability to build lasting client relationships. With a competitive commission structure and the opportunity for personal lead generation, this role is perfect for self-motivated individuals looking to thrive in a high-performance environment. Join a forward-thinking team and make a meaningful impact on clients' financial futures.
Job Title : Financial Advisor WC North - Boland / Cape Winelands
Business Unit : Advice and Distribution
Location - Country : South Africa
Location - Province : Western Cape
Location - Town / City : Remote pending an office in Stellenbosch
Job Advert Summary Purpose of the Job : The key purpose of this role is to provide professional financial services to a client or a member.
The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client's needs.
Scope of the Job : This is a commission-based role of holistic financial planning, advice and sales in risk insurance (ideally 70% focus), savings and investments as well as wills, tax and estate planning.
The ideal candidate is an experienced and target driven financial planner, a graduate themselves familiar with servicing the degreed professional market holding 4-year or higher qualifications that is PPS' niche market.
It is a role of own lead generation.
We have a competitive risk commission structure with a commission split on a range of 55% to %.
Formal Qualifications :
Experience and Knowledge :
Computer Literacy :
Interpersonal and Intrapersonal Skills :
Main Duties and Responsibilities :
Preference will be given to Employment Equity candidates.
The individual must have a valid driver's license and their own reliable vehicle or access to one.
The individual must have clear credit and criminal records - provide 24-months commission statements and SAPS clearance certificate or letters of payment arrangements / recent proof of payments if adverse record.
The individual must be FAIS fit, proper and accredited - obtained RE5 within 2 years of DOFA.
Obtained NQF5 industry specific certification within 6 years of DOFA if no other FAIS recognised NQF6 or higher tertiary qualification.