Ermelo: Financial Advisor posted by Finding Personnel (Pty) Ltd
Posted on 2025-06-04 00:00:00
| Employer | Finding Personnel (Pty) Ltd |
|---|---|
| Category | Other Insurance |
| Location | Mpumalanga / Ermelo |
Job Summary
JOB TITLE: Financial Advisor
AREA: Trichardt / Secunda, Mpumalanga
INDUSTRY: Financial Services / Insurance
Salary / CTC: R 20 000 – R 30 000 per month (Depending on current earnings, qualifications, and experience) + Commission
Report to: Director
Type: Permanent / Full Time Key Responsibilities:
- Provide sound financial advice in line with regulatory compliance
- Build and maintain relationships with clients
- Conduct comprehensive financial needs analyses
- Offer tailored financial solutions including investment, risk, and savings products
- Adhere to FAIS and FICA compliance standards
- Achieve sales and performance targets
- Attend training sessions and workshops in Secunda
- Submit accurate documentation and maintain proper records
- Provide after-sales service and ongoing financial guidance to clients
Qualifications and Skills:
- Matric (Grade 12) – essential
- 120 FAIS credits – required
- RE5 Certificate – required
- Class of Business (COB) certification – required
- Must have COB in Long-Term Investments
- NQF Level 5 qualification in Financial Planning – advantageous
Skills:
- Strong interpersonal and client engagement skills
- Excellent Afrikaans communication skills (spoken and written) – essential
- Business development and networking ability
- Ability to work independently and meet targets
- High level of professionalism and ethical conduct
Experience:
- Minimum of 2–3 years in a similar financial advisor or sales role
- Proven track record in long-term investment product sales
- Experience working within a regulated financial environment
Key Competencies:
- Client-centric approach
- Ethical and responsible decision-making
- Self-motivated and target-driven
- Confident presenter with persuasive communication skills
- Time management and organisational abilities
Working Conditions:
- Must be willing and able to attend mandatory training in Secunda / Trichardt
- Office-based with frequent client travel and in-person consultations
- Must have own reliable transport and a valid driver’s license
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