Long Term Financial Advisor Lynwood Pretoria GP

Platinum Talent; Pretoria; On-site; ZAR 300,000 - 600,000; Full time

Job summary

A leading company in the financial services sector is seeking experienced Long Term Financial Advisors. The role involves delivering client-centered financial advice, developing client relationships, and adhering to regulatory standards. Ideal candidates will have strong qualifications and a focus on client needs, with opportunities for high commission earnings.

Benefits

Office space and training support

High-paying commission products

Qualifications

• Matric and RE5 Certification required.
• NQF5 qualification is advantageous.
• Experience in financial services is preferred.

Responsibilities

• Providing comprehensive long-term financial advice to clients.
• Developing and maintaining client relationships.
• Conducting financial needs analyses for clients.

Skills

Business Development

Sales Experience

Financial Planning

Customer Relationship Management

Wealth Management

Education

Matric

RE5 Certification

Long-term industry-related qualification (NQF5 Advantageous)

Job description

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:

1. Providing comprehensive long-term financial advice to clients meeting regulatory standards.
2. Developing and maintaining client relationships to deliver exceptional service.
3. Building and managing a client portfolio within the competitive financial services sector.
4. Demonstrating proactive customer focus with the ability to achieve and exceed targets.
5. Offering high-paying commission products and variable terms.
6. Providing office space and training support.
7. Conducting comprehensive financial needs analyses for clients.
8. Offering tailored advice on financial planning, insurance, and investment products.
9. Building and maintaining long-term client relationships.
10. Continuously reviewing and adjusting clients' financial strategies as their needs evolve.
11. Actively sourcing and generating new business opportunities.
12. Staying current with industry trends, product knowledge, and regulatory updates.

Education

Matric, RE5, or relevant degree, Class of Business (COB).

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 : Years

Vacancy : 1