Remote Financial Advisor: Risk & Wealth Growth

Pivot Services; Cape Town; Hybrid; ZAR 250,000 - 420,000; Full time

Job summary

Pivot Services in Cape Town offers a commission-based opportunity in holistic financial planning. The successful candidate will source, retain and grow a client base for PPS financial solutions, focusing on risk insurance, savings, investments, wills and estate planning.

You will meet clients, explain complex financial concepts clearly, present proposals, maintain compliance, and expand your book within the first 24 months.

Qualifications

• Experience in providing professional financial planning advice to professionals.
• Ability to build and grow a client book within 24 months.
• Knowledge of risk insurance, investments, wills and estate planning.

Responsibilities

• Provide suitable financial advice and present proposals.
• Grow and maintain client relationships and book.
• Ensure compliance and practice management standards.

Skills

Financial advisory

Client relationship management

Sales & business development

Financial planning tools

Job description

Pivot Services in Cape Town offers a commission-based opportunity in holistic financial planning. The successful candidate will source, retain and grow a client base for PPS financial solutions, focusing on risk insurance, savings, investments, wills and estate planning.

You will meet clients, explain complex financial concepts clearly, present proposals, maintain compliance, and expand your book within the first 24 months.