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Johannesburg: Financial Advisor




Date 2024-07-16
Job Title Financial Advisor
Employer
More Information
Salary Lucrative Commission Structure
Category Accounting Finance
Location Gauteng
/ Johannesburg

Job Summary

The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing “fit for purpose” financial plans and solutions. It entails generating leads through networking and relationship building, resulting in ongoing customer interaction and relationship management. Advisers must have life insurance industry experience and they will have the potential to receive 100% commission . Why partner with Franchise Distribution: A FINANCIAL NEEDS ANALYSIS tool Agency Franchise Division provides an industry leading, differentiated version of XPLAN including the Goal Development Module. REGULATION ready today by offering flexible solutions. RECOGNITION annual conventions (offshore and onshore) and regional recognition events. NEGOTIABLE COMMISSION earning structure you can earn without being limited by fixed corporate income structures. COMPLIANCE you operate under the licence (FSP 703) and do not need to register as a Key Individual (KI). Offer HOLISTIC ADVICE using the comprehensive product range of solutions that offers. INVESTMENT EXPERTISE offering market leading investment solutions for over 176 years. SUPPORT You will benefit from support on training, processes, systems and admin, as well as an Employee Wellness Programme Working within an ENTREPRENEURIAL ENVIRONMENT , with Franchise Principles creating unique advisor propositions. Unique Franchise offerings: Unique advisor value propositions as defined by the franchise, that could include: Office infrastructure Access to lead opportunities Admin support and back-office support Tech support Negotiable commission Work Remotely Seamless on-boarding and an opportunity to retaining your current book. Recognition Programmes, rewards and incentives A potential Settling Allowance paid over a defined period Opportunities within all provinces of South Africa Skills and competencies Customer Centricity Networking & leading with Influence Collaboration Agile Innovation that makes a difference Disciplined Execution and Tenacity Planning and Organizing Min role requirements Senior Certificate (Matric / Grade 12/ NQF 4) 24 months experience in life insurance sales. Must have a drivers license and own car. Must meet the FAIS Fit and Proper requirements. Regulatory Examination/RE5 essential. Completed FSB recognised qualification (FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.) Class of Business (COB) (All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment.)

Financial Advisor position available in Gauteng, Johannesburg. This job position was posted by . The job has been posted on 2024-07-16 in the Accounting Finance category

Click Go Apply to apply online!


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Each job post has a link to take you directly to the original post to apply on their website or the original website where the post came from.


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Johannesburg: Financial Advisor




Date 2024-07-16
Job Title Financial Advisor
Employer
More Information
Salary 180000 Annually
Category Accounting Finance
Location Gauteng
/ Johannesburg

Job Summary

About Us: Our client is a prestigious Independent Financial Brokerage providing exceptional and unique services to professionals in the market for over 30 years. Their success is built on strong relationships and professional service. What Youll Do: Client Management : Work with a company book of clients to review portfolios, provide professional financial advice, and offer tailored financial products and services. Client Acquisition : Prospect and obtain new clients to expand the already extensive client book. Financial Planning : Develop comprehensive financial plans, advise on investment strategies, retirement planning, estate planning, and tax optimization. Risk Management : Assess clients risk tolerance and recommend appropriate strategies. Client Communication : Maintain ongoing communication with clients and internal departments, resolving concerns efficiently. Regulatory Compliance : Ensure compliance with industry regulations and ethical standards, staying updated on changes in financial laws and regulations. Key

Responsibilities:

Provide professional financial advice and offerings. Network with professionals, attend industry events, and participate in marketing initiatives. Identify opportunities for cross-selling and upselling financial services. Maintain accurate records and documentation. Prepare regular reports for management and clients.

Requirements:

Minimum Matric with Tertiary Education in Finance related field (NQF5: Wealth Management/ Bcom) – Non-Negotiable RE5 – Non-Negotiable Relevant Class of Business`s in place Fit and Proper Minimum 3 Years in Financial Planning Role Excellent command of Microsoft Excel or related software Experience in working with Professionals and High Net worth clients Previous Book not a requirement Drivers License and Own Vehicle – Non-Negotiable Why Join Us? Work with a reputable company with a proven track record of success. Enjoy a supportive and professional work environment. Take advantage of a basic salary offering and a lucrative commission structure. Ready to Elevate Your Career? Apply now and become a part of a team that values professionalism, growth, and client satisfaction. This is your chance to make a significant impact in the financial planning industry.

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Click Go Apply to apply online!


You might also like to look at the available jobs in the same area.

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Each job post has a link to take you directly to the original post to apply on their website or the original website where the post came from.


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Cape Town: Financial Advisors: Partially Vested, Vested, Senior And Career Advisors Positions Available. posted by Sagen Advisory

Sagen Advisory is recruiting passionate Financial Planners, of all levels. Our client, based in Durbanville, and Stellenbosch in Cape Town is rapidly expanding and has exciting roles open that offer tremendous growth opportunities. Whether you`re a seasone


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Durban: Financial Advisor posted by Rory Mackie & Associates

Overview:Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and invest


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Financial Advisor

Share this to someone who needs a job:
Posted in Uncategorized

More Jobs in Your Area