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Westville: Long Term Financial Advisor, Westville, Kzn. posted by Platinum Talent

Long Term Financial Advisor, Westville, Kzn.

Posted on 2025-03-16

Employer Platinum Talent
Salary 8000
Category Finance Accounting
Location Kwazulu Natal  /  Westville

Job Summary

Location: Derby Downs Office Park, Westville. South Africa 

Join our client as a Long Term Financial Advisor in their long term division, where youll deliver holistic, client-centered financial advice that aligns with FAIS requirements. This role focuses on understanding client needs to create tailored financial plans, upholding their values of innovation, empathy, and excellence.

Platinum Talent is seeking multiple experienced Long-Term Financial Advisers on behalf of our esteemed clients in the financial services sector.

This role requires a dedicated professional to deliver holistic, client-focused financial planning and advice that adheres to FAIS standards.

The ideal candidate will prioritize client needs and foster strong relationships, providing financial solutions that align with both client expectations and industry regulations.


Requirements

Matric

Long-term industry-related qualification (NQF5) Advantageous

RE5 Certification

Own reliable transport

Clear ITC and criminal record

     

Provide comprehensive long-term financial advice to clients, meeting regulatory standards.

Develop and maintain client relationships to deliver exceptional service.

Build and manage a client portfolio within the competitive financial services sector.

Demonstrate proactive customer focus, with the ability to achieve and exceed targets


Benefits

High Paying Commission, product and term variable. 

Office Space

Training

Support 

*Hybrid work

Long Term Financial Advisor, Westville, Kzn. position available in Kwazulu-Natal, Westville. This job position was posted by Platinum Talent. The job has been posted as a premium ad on 2025-03-16 at 15:03:16 in the Finance Accounting category

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