Long Term Financial Advisor, Westville, KZN.

Platinum Talent; KwaZulu-Natal; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A recruitment agency in South Africa is seeking an experienced Long Term Financial Advisor to deliver holistic client-centered financial advice. The role involves developing tailored financial plans to meet client needs while adhering to FAIS standards. Ideal candidates will have strong business development skills and experience in the financial services industry. This full-time position offers a support system and high commission potential.

Benefits

High Paying Commission

Office Space

Training

Support

Qualifications

• At least 1 year of experience in the financial services industry.
• Compliance with FAIS requirements based on the date of first appointment.
• Relevant Class of Business Certificates completed within 1 year of DOFA.

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.

Skills

Business Development

Sales Experience

Financial Planning

Customer relationship management

Wealth Management

Education

Matric or equivalent qualification

RE5 Certification

Long-term industry-related qualification (NQF5)

Job description

Location : Derby Downs Office Park Westville. South Africa

Join our client as a Long Term Financial Advisor in their long term division where you ll deliver holistic clientcentered 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 LongTerm Financial Advisers on behalf of our esteemed clients in the financial services sector.

This role requires a dedicated professional to deliver holistic clientfocused 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

Longterm industryrelated qualification (NQF5) Advantageous

RE5 Certification

Own reliable transport

Clear ITC and criminal record

Provide comprehensive longterm 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

High Paying Commission product and term variable.

Office Space

Training

Support

Your primary responsibility will be to provide exceptional client experiences across diverse market segments, including middle-income, affluent, professional, and business clients

Education

At least 1 year of experience in the financial services industry. Matric or equivalent qualification. Compliance with FAIS requirements based on the date of first appointment (DOFA) : Relevant Class of Business Certificates completed within 1 year of DOFA. RE 5 certification completed within 2 years of DOFA. FSCA-approved qualification obtained within 6 years of DOFA.

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

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