Western Cape: Established Financial Advisor – Risk or AUM Focus posted by Headhunters
Posted on 2025-04-30 00:00:00
| Employer | Headhunters |
|---|---|
| Category | Other Finance/Accounting |
| Location | Western Cape / Western Cape |
Job Summary
Education and Certification:
- Matric.
- Regulatory Examination (RE5) certification.
- Class of business CPD points.
- Must meet Fit and Proper Requirements.
- Clear criminal and credit record.
Experience:
- Established Advisors with risk solution focused earning 500K annual commission or managing assets between R100 to R200m.
- Proven track record of success and a commitment to client service.
- Proven experience in providing financial solutions to clients.
Key Skills, Attributes and Competencies:
- High ethical standards and integrity.
- Passionate, Dynamic, Driven and Ambitious.
- Good communication, interpersonal and relationships building skills.
- Ability to work independently and in a team.
- Client-focused mindset.
- Value shared knowledge and expertise.
- Commanding desire for continuous learning and growth.
- Willingness to travel to engage with clients.
- Valid Drivers License and own transport.
Key Responsibilities:
- Evaluate clients financial situations, develop tailored financial plans and guide clients.
- Stay updated on financial markets, regulations, and industry trends.
- Build and maintain long-term client relationships through excellent client service.
- Educate clients on financial products and investment opportunities.
- Ensure compliance with financial regulations and company policies.
- Generate leads and grow the client base through networking, referrals, and business development activities.
Benefits:
- Work Life Balance Hybrid/Remote Work model, Autonomy & Collaborative Culture
- Growth Personal and Professional Development Plans, Learning Programmes, Access to Specialists.
- Rewards and Recognition Competitive Remuneration Structure, Incentive Programmes, Onshore and Offshore Travel.
- Client Focus Individual Value Proposition, Practise Management Expertise, Unlock Market Access.
- Leadership Support, Guidance, Coaching.
- Support Operations, Product and Marketing Specialists, Strategic Partners.
Remuneration Options:
- Flexible remuneration.
- Transition allowance model to cater for the settle in period.
Please consider your application unsuccessful should you not receive a response within 2 weeks of applying.
Click Go Apply to apply online!
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