Pretoria: Independent Financial Advisors posted by Numeral Financial Services Group
Posted on 2025-07-15 00:00:00
| Employer | Numeral Financial Services Group |
|---|---|
| Category | Other Finance/Accounting |
| Location | Gauteng / Pretoria |
Job Summary
Position: Independent Financial Advisor (IFA)
Location: National
Aluma Capital strives to be South-Africas leading Asset and Fund Management Company. We provide several private investment options to our clients, including Private Equity, Global Note and insurance products.
Who are we looking for?
A Financial Advisor (financial agent / broker) who will be responsible for selling the Companys financial services to new clients and will facilitate business growth.
Why work for us?
- No desk fees
- Financial support for the first 3 – 6 months (bridging salary)
- 24/7 Admin support in applications and CRM work
- Monthly commission payments
- We provide pre-qualified and pre-paid leads generated by a vast number of marketing campaigns
- A-Grade charge-free office space and meeting rooms for your client meetings and day-to-day work
- Trainings at the Companys expense
Requirements
- 2 or more years experience as a Financial Advisor within the financial services industry, life and investment essential.
- Matric/Grade 12 or SAQA Accredited Equivalent Essential.
- 120 FAIS credits (NQF 5) in Wealth Management, CFP preferred.
- RE 5 certificate.
- Proven sales track record.
Duties
- Communicating with clients, including phone calls, e-mails and personal meetings.
- Presenting the Companys products and conducting sales.
- Conduct customer needs analysis and advise accordingly.
- Provide feedback on daily activities (calls, appointments, sales etc.)
- Develop and maintain client network.
- Use companys resources and expertise to analyse client needs.
- Facilitate additional lead generation.
- Work in CRM, keeping clients information complete and up to date.
- Undergo necessary scheduled trainings and upskilling sessions.
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