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Pretoria: Independent Financial Advisors posted by Numeral Financial Services Group

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Job Description

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 records

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.

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Other Finance/Accounting Jobs in Gauteng

The finance and accounting sector is a significant contributor to the economy of Gauteng, South Africa, providing numerous opportunities for professionals looking to advance their careers. With major financial institutions, banks, and multinational corporations based in the province, there is a high demand for skilled finance and accounting professionals.

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Salary ranges in Gauteng are generally in line with national averages, but can vary depending on factors such as industry, company size, and level of experience. According to recent job postings, average salary ranges for finance and accounting positions in Gauteng include:

R250 000 – R350 000 per annum for junior finance professionals
R400 000 – R600 000 per annum for experienced accountants
R700 000 – R1 200 000 per annum for senior finance managers

Key skills required for success in the finance and accounting sector in Gauteng include:

Financial planning and analysis
Accounting standards and compliance (e.g. IFRS)
Data analytics and reporting
Communication and interpersonal skills
Budgeting and forecasting
Risk management
Business acumen and strategic thinking

Major employers in the finance and accounting sector in Gauteng include:

Standard Bank, one of South Africa’s largest banks, with its headquarters located in Sandton, Johannesburg.
Multinational corporations such as IBM, which has a significant presence in the province, and Unilever, a leading consumer goods company.
The Johannesburg Stock Exchange (JSE), which is also based in the province and provides opportunities for finance professionals to work in investment banking and stockbroking.

Career growth opportunities are available in the finance and accounting sector in Gauteng, with many companies investing in training and development programs to support their employees’ career progression. Senior finance managers can move into executive roles, while experienced accountants can take on leadership positions or start their own businesses. Additionally, the JSE offers a range of training programs and certifications for finance professionals, such as the Certified Financial Analyst (CFA) program.

View Job  Pretoria: Tax Compliance Manager

Overall, the finance and accounting sector in Gauteng presents numerous opportunities for career advancement and professional growth, with a high demand for skilled professionals and competitive salary ranges.


This information provides general career guidance. Actual salaries and requirements vary by employer.



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