We are seeking a professional with a deep understanding of sophisticated market environments, capable of delivering bespoke financial solutions to discerning clients. If you have a proven track record of excellence in advising high-net-worth individuals and thrive in a dynamic, high-performing team, we invite you to apply for this exclusive role. My Clients key criteria includes the following: -
- 3-5 years+ continuous industry experience specialising in Investments, Life products, Estate & Trust products
- NQF6 (FSB approved qualification) & RE 5 Completed (120 FAIS Credits)
- Preferable CFP qualification
- Production: Proof of minimum annual commission earnings of +/- R50K per month
- Commercial / Industrial knowledge will be an added advantage specialising in Investments, Life products, Estate & Trust products
- Fit and proper for typical license categories
- FSP license from previous employer
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FINANCIAL ADVISOR (BRANCH BANKING)
- Stellenbosch
- Langebaan
- Wellington
- Grahamstown
- Bloemfontein
- Cradock
- Graaff-Reinet
- Mthatha
- Port Alfred
- Brits
- Fordsburg
- Lenasia
- Hillcrest
- Kokstad
- Westville
- Lephalale
- Thohoyandou
- Acornhoek
Key criteria
Min 2 yrs+ continuous industry experience specialising in Investments, Life products, Estate & Trust products
NQF 5 (FSB approved qualification) & RE 5 Completed
Preferable CFP qualification
120 credits
Production: Proof of minimum annual commission earnings of +/- R30K per month
Fit and proper for typical license categories
FSP license from previous employer
