Long Term Financial Advisor, Houghton, Johannesburg,GP

Platinum Talent; Johannesburg; Hybrid; ZAR 300,000 - 400,000; Full time

Job summary

A leading recruitment firm is seeking experienced Long-Term Financial Advisors to deliver client-centered financial advice in Johannesburg. The ideal candidate will possess an RE5 Certification, experience in client relationship management, and a proactive customer focus. This role offers high commission potential, office space, training support, and a hybrid work model.

Benefits

High Paying Commission

Office Space

Training

Support

Hybrid work

Qualifications

• Proven ability to provide client-centered financial advice.
• Experience in developing and maintaining client relationships.
• Familiarity with FAIS standards.

Responsibilities

• Provide comprehensive long-term financial planning and advice.
• Develop and maintain client relationships to deliver exceptional service.
• Build and manage a portfolio within the financial services sector.

Skills

Client relationship management

Financial planning

Proactive customer focus

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 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.

Responsibilities

• Provide comprehensive long-term financial planning and advice that adheres to FAIS 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.
• Your primary responsibility will be to provide exceptional client experiences across diverse market segments, including middle-income, affluent, professional, and business clients.

Requirements

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

Benefits

• High Paying Commission, product and term variable.
• Office Space
• Training
• Support
• Hybrid work