Financial Advisors (Short term) Heidelberg and Alberton

Pro Tem; Alberton; On-site; ZAR 250 000 - 450 000; Full time

Job summary

An established industry player is seeking a dedicated Financial Adviser to join their team in Alberton and Heidelberg. In this commission-based role, you will deliver comprehensive financial planning services, focusing on estate and business insurance as well as medical aid. Your expertise in client relationship management will be vital in helping clients secure their financial futures. The company offers a competitive remuneration model, ongoing training, and a supportive work environment that fosters personal and professional growth. If you are passionate about finance and committed to client success, this opportunity could be your next career step.

Benefits

Competitive Remuneration Model

Ongoing training and mentorship

Growth opportunities

Collaborative work environment

Qualifications

• Matric and FSCA Approved Qualification required, CFP is a bonus.
• RE5 Certification and up-to-date CPD's or COB's necessary.

Responsibilities

• Provide comprehensive financial planning including insurance and medical aid.
• Focus on building strong client relationships to secure financial futures.

Skills

Client Relationship Management

Financial Planning

Insurance Knowledge

Communication Skills

Education

Matric

FSCA Approved Qualification

CFP Certification

Job description

Job Spec_Financial Adviser_Short Term_(Commission based)

Alberton and Heidelberg

You will provide comprehensive financial planning, from estate and business insurance to medical aid and / or short-term insurance. With a focus on client relationships and industry knowledge, you will help secure your clients' financial futures.

What We Offer :

• Competitive Remuneration Model
• Ongoing training, mentorship, and growth opportunities
• A collaborative and positive work environment

Requirements :

• Matric and FSCA Approved Qualification (CFP is a bonus)
• RE5 Certification
• 1-3 years of experience in financial services or insurance
• CPD’s or COB’s up to date
• Clean ITC
• No criminal record
• All fit and proper requirements up to date