Financial Advisor - Hybrid
Scholtz Partners International Johannesburg
We are seeking a dynamic and client-focused Financial Advisor to join our team. This role offers flexibility with a hybrid working model, allowing you to work from home while meeting clients.
Key Requirements:
- Minimum 2 years financial planning experience at a registered financial service provider
- Existing date of first appointment as a representative with the FSCA
- Bachelors degree or diploma in finance, economics, risk management, business, insurance, or related field
- Industry-approved qualification
- Strong analytical, problem-solving, and interpersonal skills
- Proficiency in Microsoft Office (Excel, Word, PowerPoint)
- RE5 Cerificate required
Responsibilities:
- Provide clients with sound financial advice and tailored financial plans
- Guide clients through investment options, retirement planning, and risk assessments
- Conduct market research and stay updated on financial trends and legislation
- Review client portfolios to optimize asset growth and fund allocation
- Ensure client satisfaction through regular reviews and relationship management
Training: 3-month training program with allowance of R50,000 (paid over 3 months at R16,666 less tax)
Location: Hybrid Johannesburg South (flexibility to work from home)
Scholtz Partners InternationalJohannesburg
Financial Advisor
Our client is seeking an experienced Financial Advisor to join their team in Johannesburg!
What we offer:
Commission-based earning potential
Location: South of Johannesburg
Hybrid working model with flexibility for home...
South Cape RecruitmentJohannesburg
Experience Requirements by Level
Junior Financial Advisor
Experience: 02 years
Key Focus
• Learn financial planning processes and client engagement.
• Support senior advisors with client servicing and administration.
• Build foundational advisory...
SpecdJohannesburg
JOB DESCRIPTION INFORMATION:
Job Title: Personal Assistant to Financial Advisor
Employment Type: Permanent
Work Model: Onsite, Johannesburg
JOB CONTEXT: We are seeking a highly organized, proactive, and professional Personal Assistant to support...