Financial Advisor Full Time

Our client is an independent financial advisory business
offering advisers the opportunity to build and grow their own practice while
benefiting from company-generated leads, operational support, and access to a
wide range of financial products. This role is ideal for a driven and
client-focused Financial Adviser who is passionate about helping individuals
and businesses achieve their financial goals.

Key Responsibilities

• Conduct
  comprehensive financial needs analyses with prospective and existing
  clients.
• Provide
  professional advice and recommend suitable financial solutions based on
  clients’ individual needs and objectives.
• Build
  and maintain long-term client relationships through regular reviews and
  ongoing service.
• Convert
  company-generated leads into active clients while also developing your own
  pipeline of business.
• Identify
  opportunities across various financial planning areas, including
  investments, risk cover, retirement planning, and wealth protection.
• Ensure
  all advice and recommendations comply with relevant regulatory and
  compliance requirements.
• Maintain
  accurate client records and documentation.
• Stay
  up to date with industry developments, products, and legislative changes
  affecting financial planning.

Requirements

• RE5
  qualification (essential).
• NQF
  Level 5 qualification in Insurance or a related Financial Services
  qualification.
• Minimum
  2 years’ experience within Financial Services, Insurance, Wealth
  Management, or Financial Advisory.
• Strong
  understanding of financial planning principles and client relationship
  management.
• Excellent
  communication, presentation, and interpersonal skills.
• Ability
  to work independently and manage your own schedule.
• Self-motivated,
  entrepreneurial, and target-driven mindset.

What the Company Offers

• Company-generated
  leads to support business development.
• Flexible
  working environment.
• Access
  to a broad range of financial products and solutions.
• Ongoing
  operational, compliance, and administrative support.
• Opportunity
  to build and grow your own client base and earning potential.

Remuneration

• Onboarding incentive of R10,000 per month for the first 2 months.
• From
  month 3 onwards, remuneration transitions to a commission-based
  structure.
• Significant
  earning potential for high-performing advisers through new business
  generation and ongoing client retention.

Ideal Candidate

The successful candidate will be a proactive and
relationship-driven Financial Adviser who enjoys engaging with clients,
identifying financial needs, and providing tailored solutions. This role would
suit someone looking for greater autonomy, access to quality leads, and the
opportunity to significantly increase their earning potential through
performance.