Long Term Financial Advisor, Houghton, Johannesburg ,GP

Platinum Talent; Johannesburg; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services recruitment agency is seeking a Long Term Financial Advisor in Johannesburg to provide comprehensive financial advice and maintain strong client relationships. Ideal candidates should have a Matric, RE5 Certification, and be committed to client service excellence. This full-time role involves building a client portfolio and requires reliable transport. Attractive commission and hybrid work support are offered.

Benefits

High Paying Commission

Office Space

Training

Support (hybrid work)

Qualifications

• Matric required, RE5 Certification must-have for this role.
• Long-term industry-related qualification (NQF5) is advantageous.
• Own reliable transport is essential.
• Clear ITC and criminal record required.

Responsibilities

• Provide comprehensive long-term financial advice to clients meeting regulatory standards.
• Develop and maintain client relationships to deliver exceptional service.
• Build and manage a client portfolio within the competitive financial services sector.
• Demonstrate proactive customer focus with the ability to achieve and exceed targets.

Skills

Business Development

Estate Law

Sales Experience

Trusts

Wealth Management

Financial Services

Investment Experience

Military Experience

Securities Law

Customer relationship management

Financial Planning

Wills

Education

Matric

Long-term industry-related qualification (NQF5)

RE5 Certification

Job description

Overview

Location : Houghton Johannesburg Gauteng.

Join our client as a Long Term Financial Advisor in their long term division where youll 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.

Responsibilities

• Provide comprehensive long-term financial advice to clients meeting regulatory standards.
• Develop and maintain client relationships to deliver exceptional service.
• Build and manage a client portfolio within the competitive financial services sector.
• Demonstrate proactive customer focus with the ability to achieve and exceed targets.

Qualifications and Requirements

• Matric
• Long-term industry-related qualification (NQF5) – Advantageous
• RE5 Certification (MUST HAVE)
• Own reliable transport
• Clear ITC and criminal record
• Provide comprehensive long-term financial advice to clients meeting regulatory standards.
• Develop and maintain client relationships to deliver exceptional service.

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 Details

Employment Type : Full Time

Experience : years

Vacancy : 1

Benefits

• High Paying Commission product and term variable.
• Office Space
• Training
• Support (hybrid work)