Long Term Financial Advisor Bloemfontein Free State

Platinum Talent; Bloemfontein; On-site; ZAR 350,000 - 500,000; Full time

Job summary

Une entreprise de services financiers recherche des conseillers financiers à long terme pour offrir des conseils holistiques adaptés aux clients. Dans ce rôle, vous devrez créer des plans financiers personnalisés tout en respectant les réglementations et en établissant des relations solides avec les clients. Le poste requiert des qualifications spécifiques telles que le certificat RE5 et un transport fiable pour assurer un service de qualité.

Benefits

Commission sur les produits élevés

Bureau au sein de l'entreprise

Formation et soutien

Régime de travail hybride

Qualifications

• Matric, qualification de l'industrie pertinente à long terme (NQF5 souhaitée).
• Certificat RE5 et dossier ITC clair requis.
• Doit avoir un transport fiable.

Responsibilities

• Fournir des conseils financiers complets conformes aux normes réglementaires.
• Développer et maintenir des relations clients solides.
• Gérer un portefeuille client dans le secteur financier.

Skills

Business Development

Sales Experience

Wealth Management

Financial Planning

Customer Relationship Management

Investment Experience

Education

Matric

Long-term industry-related qualification (NQF5 advantageous)

RE5 Certification

Job description

Location: Westdene, Bloemfontein, Free State Province

Join our client as a Long Term Financial Advisor in their long-term division, where you'll deliver holistic, client-centered financial advice that aligns with FAIS requirements. This role focuses on understanding client needs to create tailored financial plans, upholding their values of innovation, empathy, and excellence.

Platinum Talent is seeking multiple experienced Long-Term Financial Advisers on behalf of our esteemed clients in the financial services sector.

This role requires a dedicated professional to deliver holistic, client-focused financial planning and advice that adheres to FAIS standards.

The ideal candidate will prioritize client needs and foster strong relationships, providing financial solutions that align with both client expectations and industry regulations.

Requirements

• Matric
• Long-term industry-related qualification (NQF5 advantageous)
• RE5 Certification
• Own reliable transport
• Clear ITC and criminal record

Responsibilities include providing comprehensive long-term financial advice to clients meeting regulatory standards, developing and maintaining client relationships, building and managing a client portfolio within the financial sector, and demonstrating proactive customer focus to achieve and exceed targets.

Benefits

• High-paying commission product and term variable
• Office space
• Training and support
• Hybrid work arrangement

Education

Matric, with a long-term industry-related qualification (NQF5 advantageous), RE5 Certification, own reliable transport, and a clear ITC and criminal record.

Key Skills

Business Development, Estate Law, Sales Experience, Trusts, Wealth Management, Financial Services, Investment Experience, Military Experience, Securities Law, Customer Relationship Management, Financial Planning, Wills

Employment Type: Full Time

Experience: [Specify years]

Vacancy: 1