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

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Job Description

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.
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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



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