Senior Independent Financial Advisor (Commissioned)

3RC (Pty) Ltd; Remote; ZAR 200 000 - 300 000; Full time

Job summary

A financial advisory firm is seeking qualified Executive Financial Advisors to provide expert financial advice and develop tailored solutions for clients. This role demands strong analytical skills and customer focus, alongside essential industry qualifications. Candidates must have a NQF Level 5 qualification and at least 3 years of relevant experience. The position is available nationally and offers a commission-based structure that rewards successful financial planning and compliance expertise.

Qualifications

• RE5 qualification is compulsory.
• NQF Level 5 qualification in a relevant field.
• At least 3 years' experience as a financial advisor.

Responsibilities

• Provide comprehensive financial advice to clients.
• Assess client needs and develop financial plans.
• Source new business opportunities.

Skills

Financial advice

Client relationship building

Analytical skills

Regulatory compliance

Communication

Education

NQF Level 5 qualification in finance, insurance, economics, or legal studies

RE5 qualification

Tools

Financial planning tools

MS Office

Job description

A financial advisory firm is seeking qualified Executive Financial Advisors to provide expert financial advice and develop tailored solutions for clients. This role demands strong analytical skills and customer focus, alongside essential industry qualifications. Candidates must have a NQF Level 5 qualification and at least 3 years of relevant experience. The position is available nationally and offers a commission-based structure that rewards successful financial planning and compliance expertise.