Randburg: Financial Advisor – Northcliff / Randburg posted by Platinum Talent

Our client is a trusted provider in the Wealth Management and Risk Solutions space, offering clients holistic advice and tailored strategies to protect and grow their financial well-being. Their core services include life insurance, disability cover, risk management, retirement planning, estate planning, and investments, with additional solutions in medical aid, short-term insurance, and wills.

They are committed to guiding individuals and businesses in securing long-term financial stability through personalized, client-centric financial advice.

We are seeking ambitious, driven, and self-motivated professionals to join as Financial Advisors.

This role presents an exciting opportunity to build a thriving advisory practice in wealth and risk management, supported by a hybrid working model and the potential for recurring income streams.

As a Financial Advisor, your primary responsibility will be to provide expert wealth management and risk protection strategies, ensuring that clients achieve their long-term goals with customized financial solutions.

Requirements

• Matric (Grade 12) or higher qualification
• FSCA clearance (essential)
• CFP – Certified Financial Planner
• Clear credit and criminal record (essential)
• Own laptop and reliable internet connection
• Own reliable transportation
• RE5 qualification
• Previous financial advisory experience
• Strong multilingual communication and interpersonal skills
• Excellent sales, negotiation, and closing abilities
• Self-motivated with a passion for helping clients achieve financial success

Key Responsibilities:

• Conduct comprehensive financial needs analyses for clients.
• Offer tailored advice on financial planning, insurance, and investment products.
• Build and maintain long-term relationships with clients
• Continuously review and adjust clients’ financial strategies as their needs evolve.
• Actively source and generate new business opportunities.
• Stay current with industry trends, product knowledge, and regulatory updates.
• Attend regular meetings and training sessions at the clients West Rand office.

Benefits

• Hybrid work model (office and remote)
• Commission-based income with recurring income potential (subject to terms and conditions)
• Comprehensive training and ongoing professional development
• Access to a diverse range of financial products
• Supportive work environment and access to a mentor network