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Financial Advisor

Financial Advisor

Merand Corbett & AssociatesSomerset West, South Africa
20 days ago
Job description

Key Responsibilities :

  • 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 12 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
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    Financial Advisor • Somerset West, South Africa