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 youll deliver holistic client-centered 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 Long-Term Financial Advisers on behalf of our esteemed clients in the financial services sector.
This role requires a dedicated professional to deliver holistic client-focused 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
- Long-term industry-related qualification (NQF5) Advantageous
- RE5 Certification
- Own reliable transport
- Clear ITC and criminal record
Provide comprehensive long-term 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
Required Skills:
Your primary responsibility will be to provide exceptional client experiences across diverse market segments including middle-income affluent professional and business clients
Required Education:
At least 1 year of experience in the financial services or equivalent with FAIS requirements based on the date of first appointment (DOFA):Relevant Class of Business Certificates completed within 1 year of 5 certification completed within 2 years of -approved qualification obtained within 6 years of DOFA.
Employment Type
Full Time
