Bryanston: Financial Advisor posted by Bright Placements (PTY) Ltd

• Education:
• Minimum: Grade 12 / Matric.
• Preferred: Relevant tertiary qualification in Finance, Economics, Accounting, or Business (e.g., BCom, CFP® designation).
• Regulatory Requirements:
• Must meet FAIS Fit & Proper requirements.
• RE5 (Representative Exam) – essential.
• Completed Class of Business (CoB) training in relevant categories.
• CPD (Continuous Professional Development) compliance.
• Experience:
• 2–5 years’ experience as a Financial Advisor / Broker / Planner within a financial services provider, insurer, or wealth management firm.
• Strong client acquisition and relationship management skills.
• Experience in life insurance, investments, or medical aid advisory will be advantageous.

Skills & Competencies

• Strong financial planning and analytical skills.
• Excellent interpersonal and communication abilities.
• Sales-driven with proven business development success.
• Ability to work independently and manage own portfolio.
• High ethical standards and integrity.
• Strong organizational and time-management skills.
• Computer literacy (MS Office, CRM systems, financial planning tools).