Financial Advisors, Wealth Managers or Associates - Pretoria

Locations: Western Cape, Eastern Cape, Gauteng, Pretoria, Free State, Polokwane, KZN and smaller regions working remotely.
Starting Date: Actively Seeking - ongoing open opportunities
Remote or Hybrid options available
Industry: Financial Services
Mandatory required documentation: Updated DOFA and CV to be emailed to :

Requirements:
Grade 12
Degree related to Financial Industry preferred
Certified Financial Planner (CFP) or equivalent full qualification (NQF6 with 120 credits
Completed the class of business exam
Completed the RE 5 exam
Registered with the FSCA as a full representative
3 to 7 or more years experience as a representative rendering financial advice and intermediary services.
Computer Literate
Excellent negotiation and presentation skills
Ability to close deals
Own transport & valid drivers licence
Responsibilities
Establish professional relationships with clientele
Prospecting and closing of new business
Gathering of financial data and setting financial objectives
Strong Analysing skills
Developing and presenting financial planning recommendations
Implementation of financial planning recommendations
Monitoring of financial planning and recommendations:
Preferred Qualities
Excellent communication and negotiation skills
Passion for Financial Planning and Wealth Management
Meticulous Advisors
Strong ethical compass
Discipline in achieving long term financial success
Risk Management -focus approach
Strong Mathematical skills
Specialist knowledge of investments, saving and Money Management
Advanced Networking skills
Self driven individuals in order to obtain financial rewards.

Benefits

Highly negotiable
Lucrative income potential (Exellent commission structure)
Professional acceleration and (Continuous learning opportunity)
In Depth Inhouse Training across the product range
Back Office Support

Working space: Office or Hub or Hybrid/Remote depending on your current location.

Benefits and commissions to discuss during interview selection

please note: If you are a beginner you need at least two years working experience in the financial industry - do email your updated CV as well.

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