Financial Advisors, Wealth Managers or Associates

Locations: Western Cape, Eastern Cape, Gauteng, Pretoria, Free State, Polokwane, KZN and smaller regions working remotely.

Starting Date: Actively Seeking - ongoing open opportunities

Remote or Hybrid options available

Industry: Financial Services

Mandatory required documentation: Updated DOFA and CV to be emailed to :

Requirements:

Grade 12

Degree related to Financial Industry preferred

Certified Financial Planner (CFP) or equivalent full qualification (NQF6 with 120 credits

Completed the class of business exam

Completed the RE 5 exam

Registered with the FSCA as a full representative

3 to 7 or more years experience as a representative rendering financial advice and intermediary services.

Computer Literate

Excellent negotiation and presentation skills

Ability to close deals

Own transport & valid drivers licence

Responsibilities

Establish professional relationships with clientele

Prospecting and closing of new business

Gathering of financial data and setting financial objectives

Strong Analysing skills

Developing and presenting financial planning recommendations

Implementation of financial planning recommendations

Monitoring of financial planning and recommendations:

Preferred Qualities

Excellent communication and negotiation skills

Passion for Financial Planning and Wealth Management

Meticulous Advisors

Strong ethical compass

Discipline in achieving long term financial success

Risk Management -focus approach

Strong Mathematical skills

Specialist knowledge of investments, saving and Money Management

Advanced Networking skills

Self driven individuals in order to obtain financial rewards.

Benefits

Highly negotiable

Lucrative income potential (Exellent commission structure)

Professional acceleration and (Continuous learning opportunity)

In Depth Inhouse Training across the product range

Back Office Support

Working space: Office or Hub or Hybrid/Remote depending on your current location.

Benefits and commissions to discuss during interview selection

please note: If you are a beginner you need at least two years working experience in the financial industry - do email your updated CV as well.