Established Financial Advisor – Risk or AUM Focus

Requirements:

Education and Certification:

• Matric.
• Regulatory Examination (RE5) certification.
• Class of business CPD points.
• Must meet Fit and Proper Requirements.
• Clear criminal and credit record.

Experience:

• Established Advisors with risk solution focused earning 500K annual commission or managing assets between R100 to R200m.
• Proven track record of success and a commitment to client service.
• Proven experience in providing financial solutions to clients.

Key Skills, Attributes and Competencies:

• High ethical standards and integrity.
• Passionate, Dynamic, Driven and Ambitious.
• Good communication, interpersonal and relationships building skills.
• Ability to work independently and in a team.
• Client-focused mindset.
• Value shared knowledge and expertise.
• Commanding desire for continuous learning and growth.
• Willingness to travel to engage with clients.
• Valid Driver’s License and own transport.

Key Responsibilities:

• Evaluate clients’ financial situations, develop tailored financial plans and guide clients.
• Stay updated on financial markets, regulations, and industry trends.
• Build and maintain long-term client relationships through excellent client service.
• Educate clients on financial products and investment opportunities.
• Ensure compliance with financial regulations and company policies.
• Generate leads and grow the client base through networking, referrals, and business development activities.

Benefits:

• Work Life Balance – Hybrid/Remote Work model, Autonomy & Collaborative Culture
• Growth – Personal and Professional Development Plans, Learning Programmes, Access to Specialists.
• Rewards and Recognition – Competitive Remuneration Structure, Incentive Programmes, Onshore and Offshore Travel.
• Client Focus – Individual Value Proposition, Practise Management Expertise, Unlock Market Access.
• Leadership – Support, Guidance, Coaching.
• Support – Operations, Product and Marketing Specialists, Strategic Partners.

Remuneration Options:

• Flexible remuneration.
• Transition allowance model to cater for the settle in period.

Please consider your application unsuccessful should you not receive a response within 2 weeks of applying.