Financial Advisor / Planner

• As part of our market-leading team, you'll benefit from world-class training, innovative financial solutions, and a dedicated in-house lead referral process that provides qualified client opportunities, allowing you to focus on what you do best—building relationships and delivering exceptional financial advice.
• This is more than just a career opportunity; it's your chance to grow a thriving practice, achieve your own financial goals, and help clients create long-term wealth through strategic property investment and financial planning. You'll also receive hands-on exposure and specialised training in property investment, enabling you to deliver truly holistic wealth creation solutions.

Minimum requirements Advantageous

• RE5 Certification essential.
• NQF Level 5 Qualification essential.
• Relevant Diploma or Degree, with a Financial qualification being advantageous.
• Minimum 2 years' experience as a Financial Advisor, with exposure to long-term insurance and investment products.
• Proven track record of consistently achieving sales targets and Key Performance Indicators KPIs.
• Excellent communication, interpersonal and relationship-building skills.
• Professional telephone etiquette with a strong client-centric approach.
• Valid driver's licence and reliable transport for business travel.
• Proficiency in Microsoft Excel, Word, Google Workspace G Suite and Zoom.

Duties and responsibilities include, but not limited to

• Establish and maintain long-term client relationships.
• Conduct financial needs analysis to understand clients' financial goals.
• Provide regular financial reviews and updates.
• Educate clients on financial planning principles, investment strategies, and risk management.
• Develop bespoke financial plans based on clients' financial situations and goals.
• Offer advice on wealth management, investments, insurance, retirement, tax planning.
• Analyze financial data and recommend suitable financial products.
• Assist clients in structuring their portfolios for long-term growth and security.
• Assess clients' risk tolerance and recommend appropriate investment strategies.
• Monitor market trends and economic conditions to optimize portfolio performance.
• Provide recommendations on asset allocation and investment diversification.
• Review investment performance and make adjustments where necessary.
• Ensure compliance with FAIS Financial Advisory and Intermediary Services Act and FICA Financial Intelligence Centre Act.
• Maintain records and documentation as per industry regulations.