Short-term Financial Advisor
Position : Short-Term Financial Advisor
Location : Bellville
Salary : 50% commission per premium wrote for long term funeral products. Short term : 16,5% / 2 of the premium commission
Closing date : End June 2024
Employment Type : Hybrid
Job Description :
Our client is looking for a dynamic and results-oriented Short-Term Financial Advisor to join their team. The Short-Term Advisor will play a crucial role in managing and expanding their client base in a sustainable, profitable, and ethical manner.
Duties and Responsibilities :
- Providing comprehensive financial planning.
- Offering expert advice on finance, retirement planning, investment, and financial advisory services.
- You will work closely with clients to develop customized solutions to meeting their financial goals and objectives.
Requirements :
- Have a thorough understanding of the Financial Advisory and Intermediary Services (FAIS) Act and Financial Intelligence Centre Act (FICA).
- Regulatory examination successfully completed and registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
- Excellent knowledge of financial planning principles and investment strategies.
- CFP or Post diploma in Financial Planning advantageous.
- Strong communication and interpersonal skills to collaborate effectively with clients.
- Passionate about providing the best financial services and advice to clients.
- Ability to maintain and develop relationships with clients and communicate complex financial advice.
- Minimum of 3-5 years DOFA and supervision completion.
Benefits :
- Competitive remuneration packages with company benefits.
- Fast-paced work environment.
- Employee centric practices.
- Remote working conditions (hybrid teams).
- Employee recognition and appreciation initiatives.
By submitting your information and application you hereby confirm :
1. That you have no objection to us retaining your personal information in our database for future matching / POPI Policy.
2. Due to the nature of the position, that we can do an ITC check if our client is interested in your CV.
3. That the information you have provided to us is true, correct, and up to date.
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