Job Description

Job Summary
Our client is a trusted provider in the Wealth Management and Risk Solutions space, offering clients holistic advice and tailored strategies to protect and grow their financial well-being. Their core services include life insurance, disability cover, risk management, retirement planning, estate planning, and investments, with additional solutions in medical aid, short-term insurance, and wills.
They are committed to guiding individuals and businesses in securing long-term financial stability through personalized, client-centric financial advice.
We are seeking ambitious, driven, and self-motivated professionals to join as Financial Advisors.
This role presents an exciting opportunity to build a thriving advisory practice in wealth and risk management, supported by a hybrid working model and the potential for recurring income streams.
As a Financial Advisor, your primary responsibility will be to provide expert wealth management and risk protection strategies, ensuring that clients achieve their long-term goals with customized financial solutions.
Requirements

• Matric (Grade 12) or higher qualification

• FSCA clearance (essential)

• CFP - Certified Financial Planner

• Clear credit and criminal record (essential)

• Own laptop and reliable internet connection

• Own reliable transportation

• RE5 qualification

• Previous financial advisory experience

• Strong multilingual communication and interpersonal skills

• Excellent sales, negotiation, and closing abilities

• Self-motivated with a passion for helping clients achieve financial success

Key Responsibilities:

• Conduct comprehensive financial needs analyses for clients.

• Offer tailored advice on financial planning, insurance, and investment products.

• Build and maintain long-term relationships with clients

• Continuously review and adjust clients' financial strategies as their needs evolve.

• Actively source and generate new business opportunities.

• Stay current with industry trends, product knowledge, and regulatory updates.

• Attend regular meetings and training sessions at the client's West Rand office.

Benefits

• Hybrid work model (office and remote)

• Commission-based income with recurring income potential (subject to terms and conditions)

• Comprehensive training and ongoing professional development

• Access to a diverse range of financial products

• Supportive work environment and access to a mentor network

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