Tech-Driven Financial Adviser — Hybrid, High Growth

Labourlinq Recruitment (Pty) Ltd; Gauteng; Hybrid; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services firm in Sandton, Gauteng is seeking an Experienced Financial Planner to promote a range of financial products. The role offers a tech-driven platform for lead generation and client management. Successful candidates will have experience in sales and possess at least an NQF Level 5 qualification and RE5 certification. The position benefits from onboarding support, career growth opportunities, and flexibility in working hours, including hybrid options.

Benefits

Onboarding & Accreditation Support

High-Quality Leads Provided

Sales Coaching & Mentorship

Flexible Hours

Qualifications

• 1-3 years' experience in sales, ideally within financial services.
• NQF Level 5 qualification is advantageous.
• RE5 Certification is advantageous.

Responsibilities

• Promote and sell a wide range of financial products.
• Conduct thorough needs analysis for clients.
• Adhere to FAIS and FSCA regulatory requirements.

Skills

Sales skills

Communication skills

Client relationship management

Financial product knowledge

Education

NQF Level 5 qualification

RE5 Certification

Tools

CRM system

Tech platforms

Job description

A leading financial services firm in Sandton, Gauteng is seeking an Experienced Financial Planner to promote a range of financial products. The role offers a tech-driven platform for lead generation and client management. Successful candidates will have experience in sales and possess at least an NQF Level 5 qualification and RE5 certification. The position benefits from onboarding support, career growth opportunities, and flexibility in working hours, including hybrid options.