Our new client, part of a reputable Group of Companies, is a financial services firm with a decade of operational experience and dedicated to delivering top-tier guidance to its financial advisors. Their mission is to furnish them with cutting-edge solutions tailored to their clients’ needs. Grounded in a value system centered on ethical conduct, their principles of love, service, and remembrance drive their approach. They are deeply committed to fostering meaningful connections with people and empowering them to realize their financial aspirations and overall well-being.
Role Description
This is a full-time remote position for a Financial Advisor. The incumbent will oversee financial planning, finance, retirement planning, investments, and financial advisory services. Responsibilities include offering comprehensive financial guidance to clients, overseeing their financial portfolios, and providing astute advice to help them reach their investment objectives. The Financial Advisor must also adhere to regulatory compliance standards.
Qualifications
- RE5 Financial Services qualifications + NQF5 (or equivalent)
- Proficiency in Financial Planning, encompassing financial analysis and forecasting
- Expertise in Finance and Retirement Planning
- Ability to dispense sound investment counsel
- Prior experience in Financial Advisory
- Exceptional communication and attentive listening abilities
- Self-motivated with the capacity to work autonomously and remotely
- Bachelor’s degree in Finance, Accounting, Economics, or a related discipline
- Professional Certification (e.g., CFA, CFP) is desirable
Responsibilities
- Provide strategic advice across a variety of financial products and services
- Assess client’s overall financial picture, understand their needs and develop a solid financial plan
- Guide clients towards a profitable and secure financial decision
- Keep abreast of new industry trends and research market to back up financial consulting
- Comply with all local South African industry rules and regulations
They offer their financial advisers an attractive package, which includes:
- The opportunity to earn up to 120% commission
- Regular production incentive bonuses
- Competitive group benefits
- A paperless, digitally savvy environment
- Cutting-edge devices and software, provided by us
- In-depth product training
- Guidance and coaching from an experienced, knowledgeable team
Please note: This position would typically suit experienced RE 5 and NQF 5 resident candidates with permanent residence in South Africa. Any CISI / CII qualifications would also be highly valued. This position is NOT for someone from the accounting/auditing or financial management profession. This is a client-facing, sales and targets driven financial services sales profession.
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