Gauteng: Financial Advisor posted by The Hiring House

Duties & Responsibilities 
– Engage with prospective clients to understand their financial 
– Sell products that align with the clients’ financial 
– Accurately record client information and sales details 
– Achieve targets related to production, quality and 
– Comply with legislative regulations and adhere to all compliance

Requirements 
– Degree FAIS Compliant and Postgraduate in Financial Planning ideal 
– A proven, advice-led financial adviser (CFP® preferred) with R100m+ AUM and 3+ years’ experience who cares about holistic planning—not product pushing. 
– FAIS requirements based on DOFA date 
– Relevant regulatory examinations if you are already working in the financial services 
– 5 years’ experience in sales  
– Strong computer literacy skills 
– Fluency in English

Please call us on (***)***-****

NB: Should you not hear from us within 6 weeks, please consider your application unsuccessful.