Independent Financial Advisor - Commission-Based

3RC (Pty) Ltd; Sandton; On-site; ZAR 300,000 - 600,000; Full time

Job summary

3RC (Pty) Ltd is seeking qualified Financial Advisors within South Africa for the Executive Financial Advisor role. The ideal candidate will deliver expert financial advice, ensure compliance, and develop customized financial plans.

Applicants should have the RE5 qualification and NQF Level 5 in finance or related fields, along with at least 3 years of experience in the financial services sector. This role emphasizes strong interpersonal and analytical skills, along with a customer-focused approach.

Join a dynamic team providing comprehensive financial solutions!

Qualifications

• 3+ years of experience as a financial advisor or in a related financial services role.
• Strong understanding of financial products and regulatory environment.

Responsibilities

• Provide comprehensive financial advice to clients.
• Assess client needs and develop customized financial plans.
• Source new business opportunities and build client relationships.
• Ensure compliance with regulatory requirements.
• Stay updated with financial market trends.
• Maintain accurate records and prepare reports.
• Assist clients with claims and policy updates.

Skills

Analytical skills

Customer-focused approach

Interpersonal skills

Communication skills

Relationship-building

Proficiency in financial planning tools

MS Office proficiency

Education

RE5 qualification

NQF Level 5 qualification in finance, insurance, economics, or legal studies

Job description

3RC (Pty) Ltd is seeking qualified Financial Advisors within South Africa for the Executive Financial Advisor role. The ideal candidate will deliver expert financial advice, ensure compliance, and develop customized financial plans.

Applicants should have the RE5 qualification and NQF Level 5 in finance or related fields, along with at least 3 years of experience in the financial services sector. This role emphasizes strong interpersonal and analytical skills, along with a customer-focused approach.

Join a dynamic team providing comprehensive financial solutions!