Job Summary
Location: Old Oak Office Park, Tyger Valley, Cape Town, Western Cape, South Africa.
Join our client as a Long Term Financial Advisor in their long term division, where you'll deliver holistic, client-centered financial advice that aligns with FAIS requirements. This role focuses on understanding client needs to create tailored financial plans, upholding their values of innovation, empathy, and excellence.
Platinum Talent is seeking multiple experienced Long-Term Financial Advisers on behalf of our esteemed clients in the financial services sector.
This role requires a dedicated professional to deliver holistic, client-focused financial planning and advice that adheres to FAIS standards.
The ideal candidate will prioritize client needs and foster strong relationships, providing financial solutions that align with both client expectations and industry regulations.
Requirements
xc2xb7 Provide comprehensive long-term financial advice to clients, meeting regulatory standards.
xc2xb7 Develop and maintain client relationships to deliver exceptional service.
xc2xb7 Build and manage a client portfolio within the competitive financial services sector.
Demonstrate proactive customer focus, with the ability to achieve and exceed targets
Knowledge:
Basic knowledge of Insurance Industry
Advanced knowledge of Word Processing and report writing
General Computer and online presentation
Benefits
High Paying Commission, product and term variable.
Office Space
Training
Support
*Remote work
Platinum Talent
Recruiter
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