Long Term Financial Advisor, Westville, KZN.
Long Term Financial Advisor, Westville, KZN.
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1-3years
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Location: Derby Downs Office Park Westville. South Africa
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
Your primary responsibility will be to provide exceptional client experiences across diverse market segments, including middle-income, affluent, professional, and business clients
Education
At least 1 year of experience in the financial services industry. Matric or equivalent qualification. Compliance with FAIS requirements based on the date of first appointment (DOFA): Relevant Class of Business Certificates completed within 1 year of DOFA. RE 5 certification completed within 2 years of DOFA. FSCA-approved qualification obtained within 6 years of DOFA.
Employment Type
Full Time
Company Industry
Financial Services / Insurance Agencies and Brokerages / Investment Banking
