Long Term Financial Advisor Lynwood Pretoria GP
Long Term Financial Advisor Lynwood Pretoria GP
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1-3years
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Location: Lynnwood Pretoria Gauteng.
Join our client as a Long Term Financial Advisor in their long term division where you ll deliver holistic clientcentered 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 LongTerm Financial Advisers on behalf of our esteemed clients in the financial services sector.
This role requires a dedicated professional to deliver holistic clientfocused 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
Matric
- Longterm industryrelated qualification (NQF5 Advantageous
- RE5 Certification
- Own reliable transport
- Clear ITC and criminal record
Provide comprehensive longterm financial advice to clients meeting regulatory standards.
Develop and maintain client relationships to deliver exceptional service.
Build and manage a client portfolio within the competitive financial services sector.
Demonstrate proactive customer focus with the ability to achieve and exceed targets
Benefits
High Paying Commission product and term variable.
Office Space
Training
Support
*Hybrid work
Financial Advisory Career: > 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.
Education
Matric RE5 or Relevant degree Class of Business (COB)
Employment Type
Full Time
