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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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