Job Description

JOB TITLE: Financial Advisor
AREA: Trichardt / Secunda, Mpumalanga
INDUSTRY: Financial Services / Insurance
Salary / CTC: R 20 000 R 30 000 per month (Depending on current earnings, qualifications, and experience) + Commission
Report to: Director
Type: Permanent / Full Time
Key Responsibilities:

• Provide sound financial advice in line with regulatory compliance
• Build and maintain relationships with clients
• Conduct comprehensive financial needs analyses
• Offer tailored financial solutions including investment, risk, and savings products
• Adhere to FAIS and FICA compliance standards
• Achieve sales and performance targets
• Attend training sessions and workshops in Secunda
• Submit accurate documentation and maintain proper records
• Provide after-sales service and ongoing financial guidance to clients

Qualifications and Skills:

• Matric (Grade 12) essential
• 120 FAIS credits required
• RE5 Certificate required
• Class of Business (COB) certification required
• Must have COB in Long-Term Investments
• NQF Level 5 qualification in Financial Planning advantageous

Skills:

• Strong interpersonal and client engagement skills
• Excellent Afrikaans communication skills (spoken and written) essential
• Business development and networking ability
• Ability to work independently and meet targets
• High level of professionalism and ethical conduct

Experience:

• Minimum of 23 years in a similar financial advisor or sales role
• Proven track record in long-term investment product sales
• Experience working within a regulated financial environment

Key Competencies:

• Client-centric approach
• Ethical and responsible decision-making
• Self-motivated and target-driven
• Confident presenter with persuasive communication skills
• Time management and organisational abilities

Working Conditions:

• Must be willing and able to attend mandatory training in Secunda / Trichardt
• Office-based with frequent client travel and in-person consultations
• Must have own reliable transport and a valid drivers license