Holistic Financial Advisor | Growth & Client Solutions

People Dimension; George; On-site; ZAR 250,000 - 400,000; Full time

Job summary

People Dimension, located in George, South Africa, is in search of a Financial Advisor. The role involves prospecting for new business, maintaining client relationships, and developing financial planning strategies.

The ideal candidate will have a Matric qualification, a CFP certification, and at least two years of experience in financial advisory roles. Strong negotiation and presentation skills are essential, along with computer literacy. A competitive package will be offered based on experience.

Qualifications

• Matric qualification is mandatory.
• Completion of the Class of Business exam and RE5 exam is required.
• Must be currently registered with the Financial Sector Conduct Authority.

Responsibilities

• Prospecting and closing new business.
• Maintaining existing business relationships.
• Developing financial planning recommendations for clients.

Skills

Negotiation skills

Presentation skills

Entrepreneurial ability

Computer literacy

Education

Certified Financial Planner (CFP)®

Matric

Tools

Microsoft software

Job description

A financial services company that provides insurance, investment, wealth management, risk solutions, and employee benefit services to individuals and businesses is seeking a Financial Advisor to join their team.

Key Responsibilities

• Prospecting for and closing new business

• Maintaining existing business

• Developing and presenting financial planning recommendations and/or alternatives to clients

• Adopting a holistic approach to financial advice

• Establishing and defining professional relationships with clients

• Gathering financial data and setting financial objectives

• Analysing and evaluating financial information

• Implementing and monitoring financial planning recommendations

Desired Experience & Qualification

• Matric

• Successfully completed the Class of Business exam

• Successfully completed the RE5 exam

• Certified Financial Planner (CFP)® or an equivalent full qualification (NQF Level 6 with 20 credits)

• Currently registered with the Financial Sector Conduct Authority as a full representative

• Two or more years’ experience as a representative rendering financial advice and intermediary services

• Must be computer literate at a basic to intermediate level in Microsoft software

• Must have excellent negotiation and presentation skills, with the ability to close deals

• Must demonstrate high initiative and entrepreneurial ability, and be able to work independently

• Own transport and a cell phone are mandatory for business purposes

Package & Remuneration

Market related (depending on experience and qualifications)

Interested?

Shortlisted applicants will be contacted within 2 weeks, if you do not hear from us by then your application for this position was unsuccessful, but you have been added to our database for future vacancies.