Job Description

Financial Advisor - Western Cape, George, JHB, Pretoria, KZN, PMB, Port Elizabeth.


We are currently seeking an experienced Financial Adviser to join our client's team. The position is commission-based and available in the Western Cape, Gauteng, KZN, and Eastern Cape.

The ideal candidate is entrepreneurial, able to connect with industry professionals, and keen to explore the dynamic world of financial planning. We provide extensive training and mentorship, with a focus on wealth management and creation. Our organization is a group of companies that offer nationwide support, multiple streams of income, and a value proposition that allows for client retention.

Responsibilities include sourcing and meeting potential clients, understanding their financial needs and goals, drafting professional Financial Needs Analyses, and dispensing/selling suitable financial insurance products and investments. Additionally, ongoing servicing of client books is a must.

Minimum qualifications for this position are a matric/Gr 12, B. Com, LLB, or Financial Industry-related qualifications, with a minimum of two years of Financial Advisory experience. Professional appearance, a clean ITC listing, and no criminal record are also necessary. A RE 5 qualification is preferable.

We offer training, mentorship guidance, and professional infrastructure nationwide, as well as multiple streams of income from a variety of long and short-term products, medical aid, gap cover, and referral commissions from other product houses. Additionally, we provide admin and compliance support, paraplanning assistance for external products, flexible hours, production rewards and incentives, and career growth opportunities. Successful candidates will be contacted for interviews

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