Senior Financial Advisor

Platinum Talent • Other • Roodepoort, Gauteng, South Africa • 2h ago

Job Description

Our client is a well-established provider of comprehensive financial solutions, offering a range of products including life insurance, short-term insurance, disability cover, medical aid, investments, retirement annuities, estate planning, and wills.

They are committed to helping individuals and businesses secure their financial futures with tailored financial advice.

We are recruiting motivated, ambitious, and self-driven individuals for the position of Financial Advisor.
This role provides an excellent opportunity to build a successful advisory practice, offering the flexibility of a hybrid working model and the potential for recurring income.
The primary focus will be on providing expert financial guidance to clients, ensuring that their financial goals are met with personalized solutions.

Requirements

Matric (Grade 12) or higher qualification
FSCA clearance (essential)
Clear credit and criminal record (essential)
Own laptop and reliable internet connection
Own reliable transportation
RE5 qualification (advantageous)
Previous financial advisory experience (advantageous)
Strong multilingual communication and interpersonal skills
Excellent sales, negotiation, and closing abilities
Self-motivated with a passion for helping clients achieve financial success

Key Responsibilities:

Conduct comprehensive financial needs analyses for clients.
Offer tailored advice on financial planning, insurance, and investment products.
Build and maintain long-term relationships with clients
Continuously review and adjust clients' financial strategies as their needs evolve.
Actively source and generate new business opportunities.
Stay current with industry trends, product knowledge, and regulatory updates.
Attend regular meetings and training sessions at the client’s West Rand office.

Benefits

Hybrid work model (office and remote)
Commission-based income with recurring income potential (subject to terms and conditions)
Comprehensive training and ongoing professional development
Access to a diverse range of financial products
Supportive work environment and access to a mentor network

Requirements
Matric (Grade 12) or higher qualification FSCA clearance (essential) Clear credit and criminal record (essential) Own laptop and reliable internet connection Own reliable transportation RE5 qualification (advantageous) Previous financial advisory experience (advantageous) Strong multilingual communication and interpersonal skills Excellent sales, negotiation, and closing abilities Self-motivated with a passion for helping clients achieve financial success Key Responsibilities: Conduct comprehensive financial needs analyses for clients. Offer tailored advice on financial planning, insurance, and investment products. Build and maintain long-term relationships with clients Continuously review and adjust clients' financial strategies as their needs evolve. Actively source and generate new business opportunities. Stay current with industry trends, product knowledge, and regulatory updates. Attend regular meetings and training sessions at the client’s West Rand office.

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