Somerset West: Financial Advisor posted by Merand Corbett & Associates

• Provide comprehensive financial planning and advisory services to clients.
• Develop tailored strategies for investments, retirement planning, risk management, and estate planning.
• Build and maintain long-term client relationships, ensuring ongoing service excellence.
• Conduct financial needs analyses to identify client requirements and recommend suitable products.
• Ensure compliance with all regulatory requirements and internal policies.
• Stay up to date with industry trends, financial products, and legislative changes.
• Manage client portfolios effectively, reviewing and adjusting plans to meet evolving needs.
• Actively pursue new business opportunities through networking, referrals, and lead-generation initiatives.

 Minimum Requirements:

• Relevant NQF Level 5 qualification in financial services (essential).
• Successfully completed RE5 Regulatory Examination.
• FAIS compliant and must meet the Fit & Proper criteria.
• At least 1–2 years’ experience in the insurance, investments, or financial planning industry.
• Strong interpersonal, communication, and client relationship management skills.
• High ethical standards, integrity, and a client-first approach.
• Proficiency in MS Office; exposure to financial planning tools is advantageous.

 Key Competencies:

• Excellent problem-solving and analytical skills.
• Results-driven, motivated, and able to work independently.
• Strong organizational and time management abilities.
• Ability to adapt to changing client needs and regulatory requirements.
• Confident presentation and negotiation skills.

 Attractive Income & Commission Structure:

• Training allowance or medium-term fixed income package available for qualifying candidates. 
• Direct commission payments with flexible payment frequency options (daily, weekly, or monthly). 
• Generous and negotiable commission splits, with recognition programs including local and international incentive trips. 
• Bonus structures available at certain performance levels. 

(Terms and conditions apply – details to be discussed during the interview process.)
 
What is on offer:

• Ongoing professional development, training, and mentorship.
• Access to compliance, legal, and product support.
• Full administrative infrastructure and digital tools to support advisory work.
• Career growth opportunities and long-term succession planning.
• A collaborative and professional working environment. 

                ****ONLY SHORTLISTED CANDIDATES WILL BE CONTACTED****