Other: Long Term Financial Advisor, Constantia, Roodepoort, GP posted by Platinum Talent
Posted on 2025-05-28 00:00:00
| Employer | Platinum Talent |
|---|---|
| Category | Other Finance/Accounting |
| Location | Other / Other |
Job Summary
Location: Constantia, Roodepoort, Gauteng
Position: Long-Term Financial Advisor
Platinum Talent is proud to represent a distinguished client in the financial services sector, currently seeking multiple seasoned Long-Term Financial Advisors to join their thriving long-term division.
In this client-facing role, you will be responsible for delivering comprehensive, client-centric financial planning solutions that are fully compliant with FAIS legislation. More than just offering products, youll be helping individuals secure their financial futures through tailored strategies that reflect their unique life goals.
Our client values innovation, empathy, and excellence, and seeks candidates who embody these principles. The ideal advisor will not only have a strong technical grasp of financial instruments and regulatory frameworks but also a genuine passion for relationship-building and long-term client success.
If you are a dedicated and driven financial professional with a track record of trust-based advisory excellence, we invite you to explore this rewarding opportunity to make a meaningful impact.
Requirements
Minimum Requirements:
- Matric (Senior Certificate) Essential
- NQF Level 5 Qualification in a long-term insurance or financial planning-related field Highly Advantageous
- RE5 Certification Mandatory
- Own Reliable Transport Required for client visits and business development
- Clear ITC and Criminal Record Integrity and compliance are non-negotiable
Key Responsibilities:
- Deliver holistic, compliant long-term financial advice aligned with regulatory frameworks (including FAIS and industry standards).
- Develop, grow, and nurture lasting client relationships through consistent engagement and exceptional service delivery.
- Build and manage a high-quality client portfolio, demonstrating a strong understanding of financial products and planning strategies.
- Exhibit a proactive, client-first approach, consistently achieving and surpassing business development and service targets.
- Maintain up-to-date knowledge of industry trends, product offerings, and legislative changes to ensure accurate, informed advice.
Benefits
Whats On Offer:
- High-Earning Potential Competitive commission structure with uncapped earning opportunities, tailored to product range and term.
- Professional Office Environment Access to well-equipped office space for meetings, planning, and collaboration.
- Ongoing Training & Development Continuous professional development to keep you sharp, compliant, and ahead of industry trends.
- Dedicated Support Structure Administrative and operational support to empower your success and free you to focus on clients.
- Flexible Hybrid Work Model Enjoy the freedom to balance office presence with remote productivity, fostering both efficiency and work-life balance
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