Financial Planning & Client Growth Advisor

Momentum; Graaff-Reinet; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in Graaff-Reinet is seeking an experienced individual to attract and retain clients by selling financial products. This role involves providing personalized financial advice and ensuring compliance with legislative regulations. Candidates should have a Matric/N4 qualification, strong computer literacy, and at least 5 years' experience. Fluency in English and excellent time management skills are essential for success in this dynamic environment.

Qualifications

• 5 years’ experience for individuals with matric.
• 1-2 years’ experience for individuals with undergraduate degree (preferred).
• Relevant regulatory examinations if working in the financial services industry.

Responsibilities

• Engage with prospect clients to understand their financial needs.
• Sell products that align with the clients’ financial requirements.
• Accurately record client information and sales details.
• Achieve targets related to production, quality and conversion.
• Comply with legislative regulations and adhere to all compliance requirements.

Skills

Strong computer literacy skills

Fluency in English

Numerical reasoning ability

Self‑reliant

Education

Matric/ N4 Equivalent Qualification

Undergraduate degree (preferred)

Job description

A leading financial services provider in Graaff-Reinet is seeking an experienced individual to attract and retain clients by selling financial products. This role involves providing personalized financial advice and ensuring compliance with legislative regulations. Candidates should have a Matric/N4 qualification, strong computer literacy, and at least 5 years' experience. Fluency in English and excellent time management skills are essential for success in this dynamic environment.