Strategic Financial Advisor — Wealth Planning & Growth

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

Job summary

A financial services firm is seeking qualified Financial Advisors in Midrand, Gauteng. Successful candidates will provide expert financial advice, develop tailored solutions for clients, and ensure compliance with regulatory requirements. The role demands strong analytical and interpersonal skills. Ideal applicants will have a RE5 qualification, a NQF Level 5 in finance, and at least 3 years of experience. Opportunities are available nationally, including remote options.

Qualifications

• Compulsory RE5 qualification.
• NQF Level 5 qualification is highly preferred.
• At least 3 years’ experience in a financial advisory role.

Responsibilities

• Provide comprehensive financial advice on various products.
• Develop customized financial plans for clients.
• Build long-term client relationships.

Skills

Analytical skills

Customer-focused approach

Interpersonal skills

Communication skills

Relationship-building skills

Proficiency in financial planning tools

Education

RE5 qualification

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

Degree in Economics or Law

Tools

MS Office

Job description

A financial services firm is seeking qualified Financial Advisors in Midrand, Gauteng. Successful candidates will provide expert financial advice, develop tailored solutions for clients, and ensure compliance with regulatory requirements. The role demands strong analytical and interpersonal skills. Ideal applicants will have a RE5 qualification, a NQF Level 5 in finance, and at least 3 years of experience. Opportunities are available nationally, including remote options.