Senior Financial Advisor

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

Job summary

A leading provider of financial solutions is seeking motivated individuals for the role of Financial Advisor. This position offers the potential for a successful advisory practice with a flexible hybrid working model, comprehensive training, and access to a diverse range of products. Ideal candidates will possess Matric, FSCA clearance, and a passion for helping clients achieve their financial goals.

Benefits

Comprehensive training

Ongoing professional development

Supportive work environment

Qualifications

• FSCA clearance is essential.
• Clear credit and criminal record required.
• Self-motivated with passion for client success.

Responsibilities

• Conduct financial needs analyses for clients.
• Offer tailored advice on financial planning and investment.
• Build and maintain long-term client relationships.

Skills

Multilingual communication

Sales

Negotiation

Closing abilities

Education

Matric (Grade 12) or higher qualification

Job description

Our client is a well-established provider of comprehensive financial solutions, offering a range of products including life insurance, short-term insurance, disability cover, medical aid, investments, retirement annuities, estate planning, and wills.

They are committed to helping individuals and businesses secure their financial futures with tailored financial advice.

• We are recruiting motivated, ambitious, and self-driven individuals for the position of Financial Advisor.
• This role provides an excellent opportunity to build a successful advisory practice, offering the flexibility of a hybrid working model and the potential for recurring income.
• The primary focus will be on providing expert financial guidance to clients, ensuring that their financial goals are met with personalized solutions.

Requirements

• Matric (Grade 12) or higher qualification
• FSCA clearance (essential)
• Clear credit and criminal record (essential)
• Own laptop and reliable internet connection
• Own reliable transportation
• Previous financial advisory experience (advantageous)
• Strong multilingual communication and interpersonal skills
• Excellent sales, negotiation, and closing abilities
• Self-motivated with a passion for helping clients achieve financial success

Key Responsibilities :

• Conduct comprehensive financial needs analyses for clients.
• Offer tailored advice on financial planning, insurance, and investment products.
• Build and maintain long-term relationships with clients
• Continuously review and adjust clients' financial strategies as their needs evolve.
• Actively source and generate new business opportunities.
• Stay current with industry trends, product knowledge, and regulatory updates.
• Attend regular meetings and training sessions at the client’s West Rand office.
• Hybrid work model (office and remote)
• Commission-based income with recurring income potential (subject to terms and conditions)
• Comprehensive training and ongoing professional development
• Access to a diverse range of financial products
• Supportive work environment and access to a mentor network

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