Independent Financial Advisors

Numeral XII (Pty) Ltd.; Pretoria; Remote; ZAR 300,000 - 500,000; Full time

Job summary

A leading Asset and Fund Management Company in South Africa seeks a Financial Advisor responsible for selling financial services to new clients. The role includes client communication, developing networks, and utilizing company resources for client analysis. Candidates should have relevant experience and qualifications, with abundant support and training provided for success.

Benefits

Financial support for first 3 - 6 months

24/7 admin support

Monthly commission payments

Charge-free office space

Training at company’s expense

Qualifications

• Minimum 2 years’ experience as a Financial Advisor in financial services.
• Experience in life and investment products is essential.
• CFP preferred.

Responsibilities

• Communicating with clients through calls, emails, and meetings.
• Presenting company products and conducting sales.
• Conducting customer needs analysis.

Skills

Communication

Sales

Client Relationship Management

Education

Matric / Grade 12 or SAQA Accredited Equivalent

120 FAIS credits (NQF 5) in Wealth Management

RE 5 certificate

Job description

Location : National

Aluma Capital strives to be South-Africa’s leading Asset and Fund Management Company. We provide several private investment options to our clients, including Private Equity, Global Note and insurance products.

Who are we looking for?

A Financial Advisor (financial agent / broker) who will be responsible for selling the Company’s financial services to new clients and will facilitate business growth.

Why work for us?

• Financial support for the first 3 - 6 months (bridging salary)
• 24 / 7 Admin support in applications and CRM work
• Monthly commission payments
• We provide pre-qualified and pre-paid leads generated by a vast number of marketing campaigns
• A-Grade charge-free office space and meeting rooms for your client meetings and day-to-day work
• Trainings at the Company’s expense

Requirements

• 2 or more years’ experience as a Financial Advisor within the financial services industry, life and investment essential.
• Matric / Grade 12 or SAQA Accredited Equivalent Essential.
• 120 FAIS credits (NQF 5) in Wealth Management, CFP preferred.
• RE 5 certificate.

Duties

• Communicating with clients, including phone calls, e-mails and personal meetings.
• Presenting the Company’s products and conducting sales.
• Conduct customer needs analysis and advise accordingly.
• Develop and maintain client network.
• Use company’s resources and expertise to analyse client needs.
• Facilitate additional lead generation.
• Work in CRM, keeping client’s information complete and up to date.
• Undergo necessary scheduled trainings and upskilling sessions.