Long Term Financial Advisor, Lynwood, Pretoria, GP

Pretoria - South Africa

Monthly Salary: Not Disclosed

Experience Required: 1-3years

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

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.

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 uphol...