Senior Financial Adviser: Instant Annuity & Equity

51736F19-04F8-4368-9978-2Abfd5Dcc5A6; Gauteng; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services company in Gauteng is seeking an experienced Financial Advisor to take over a significant book of business, promising instant annuity income from day one. Candidates must have a strong client base, meet essential qualifications, and demonstrate fluency in both English and Afrikaans. This exclusive role offers incredible support and technology to build a solid practice, with substantial cross-selling potential.

Qualifications

• Must be a South African citizen.
• Clear ITC and criminal record required.
• Own transport and valid driver's license necessary.
• 3+ years of DOFA tenure.
• Established client base required.

Responsibilities

• Take over a high-quality book of business.
• Nurture relationships with established clients.
• Generate steady annuity income.

Skills

Fluency in English

Fluency in Afrikaans

Client relationship management

Cross-selling

Compliance with COB 3 and COB 7

Education

Matric

Tertiary qualification or CFP

Tools

Office infrastructure

Laptop

Job description

A leading financial services company in Gauteng is seeking an experienced Financial Advisor to take over a significant book of business, promising instant annuity income from day one. Candidates must have a strong client base, meet essential qualifications, and demonstrate fluency in both English and Afrikaans. This exclusive role offers incredible support and technology to build a solid practice, with substantial cross-selling potential.