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      Financial Advisor

      Remuneration:R20000 - R30000  
      Location:Secunda
      Reference:#PTA000080/Candi
      Company:Finding Personnel

      Our client, a well-established financial services provider, is seeking a qualified and compliant Financial Advisor to join their dynamic team in Secunda / Trichardt. The ideal candidate must meet all regulatory requirements, possess 120 FAIS credits, and have completed Class of Business (COB) training – with Long-Term Investments as a mandatory specialisation. Training will be provided and must be attended in person in Secunda / Trichardt. Proficiency in Afrikaans is essential for effective communication with the client base.

       
      JOB TITLE: Financial Advisor
      AREA: Trichardt / Secunda, Mpumalanga
      INDUSTRY: Financial Services / Insurance
      Salary / CTC: R 20 000 – R 30 000 per month (Depending on current earnings, qualifications, and experience) + Commission
      Report to: Director
      Type: Permanent / Full Time

      Key Responsibilities:
      • Provide sound financial advice in line with regulatory compliance
      • Build and maintain relationships with clients
      • Conduct comprehensive financial needs analyses
      • Offer tailored financial solutions including investment, risk, and savings products
      • Adhere to FAIS and FICA compliance standards
      • Achieve sales and performance targets
      • Attend training sessions and workshops in Secunda
      • Submit accurate documentation and maintain proper records
      • Provide after-sales service and ongoing financial guidance to clients
      Qualifications and Skills:
      • Matric (Grade 12) – essential
      • 120 FAIS credits – required
      • RE5 Certificate – required
      • Class of Business (COB) certification – required
      • Must have COB in Long-Term Investments
      • NQF Level 5 qualification in Financial Planning – advantageous

      Skills:
      • Strong interpersonal and client engagement skills
      • Excellent Afrikaans communication skills (spoken and written) – essential
      • Business development and networking ability
      • Ability to work independently and meet targets
      • High level of professionalism and ethical conduct
      Experience:
      • Minimum of 2–3 years in a similar financial advisor or sales role
      • Proven track record in long-term investment product sales
      • Experience working within a regulated financial environment
      Key Competencies:
      • Client-centric approach
      • Ethical and responsible decision-making
      • Self-motivated and target-driven
      • Confident presenter with persuasive communication skills
      • Time management and organisational abilities
      Working Conditions:
      • Must be willing and able to attend mandatory training in Secunda / Trichardt
      • Office-based with frequent client travel and in-person consultations
      • Must have own reliable transport and a valid driver’s license


      Posted on 03 Jun 18:05, Closing date 3 Jul

      See also: Consultant
      Finding Personnel
      Finding Personnel is a dynamic hands-on recruitment company. We offer a holistic and professional recruitment service to our valued Clients and Candidates.
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