Holistic Financial Advisor | Client-Focused Planning

The Hiring House; Johannesburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services recruitment agency seeks a financial adviser to engage clients, sell aligned products, and ensure compliance. The ideal candidate has a degree compliant with FAIS, a CFP® certification is preferred, and at least 3 years of experience in advice-led financial planning. Strong computer literacy and fluency in English are essential. This role offers the opportunity to work in Johannesburg, Gauteng, with a focus on achieving sales targets and providing holistic financial advice.

Qualifications

• A proven, advice-led financial adviser with CFP® preferred and 3+ years of experience.
• FAIS requirements based on DOFA date.
• Relevant regulatory examinations if already working in the financial services.

Responsibilities

• Engage with prospective clients to understand their financial needs.
• Sell products that align with clients' financial goals.
• Accurately record client information and sales details.
• Achieve targets related to production and quality.
• Comply with legislative regulations and adhere to all compliance matters.

Skills

Sales experience

Strong computer literacy

Fluency in English

Education

Degree FAIS Compliant

Postgraduate in Financial Planning

Job description

A leading financial services recruitment agency seeks a financial adviser to engage clients, sell aligned products, and ensure compliance. The ideal candidate has a degree compliant with FAIS, a CFP® certification is preferred, and at least 3 years of experience in advice-led financial planning. Strong computer literacy and fluency in English are essential. This role offers the opportunity to work in Johannesburg, Gauteng, with a focus on achieving sales targets and providing holistic financial advice.