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Financial Advisor

Financial Advisor

Bright Search Recruitment (Pty) LtdBryanston, South Africa
12 days ago
Job description

Qualifications & Experience

  • Education :
  • Minimum : Grade 12 / Matric.
  • Preferred : Relevant tertiary qualification in Finance, Economics, Accounting, or Business (e.g., BCom, CFP® designation).
  • Regulatory Requirements :
  • Must meet FAIS Fit & Proper requirements.
  • RE5 (Representative Exam) essential.
  • Completed Class of Business (CoB) training in relevant categories.
  • CPD (Continuous Professional Development) compliance.
  • Experience :
  • 25 years experience as a Financial Advisor / Broker / Planner within a financial services provider, insurer, or wealth management firm.
  • Strong client acquisition and relationship management skills.
  • Experience in life insurance, investments, or medical aid advisory will be advantageous.

Skills & Competencies

  • Strong financial planning and analytical skills.
  • Excellent interpersonal and communication abilities.
  • Sales-driven with proven business development success.
  • Ability to work independently and manage own portfolio.
  • High ethical standards and integrity.
  • Strong organizational and time-management skills.
  • Computer literacy (MS Office, CRM systems, financial planning tools).
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    Financial Advisor • Bryanston, South Africa