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Pathfinders Consulting Pty Ltd
Advancing Financial Adviser (Commission Based)Pathfinders Consulting Pty Ltd • Stellenbosch, Western Cape, ZA
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Advancing Financial Adviser (Commission Based)

Advancing Financial Adviser (Commission Based)

Pathfinders Consulting Pty Ltd • Stellenbosch, Western Cape, ZA
1 day ago
Job description

Our Client, a leading financial services provider, is looking for an Advancing Financial Adviser to join their national adviser network. This is a commission based, remote friendly opportunity for a driven, customer focused individual who wants to build a long term career in financial planning and advice.


About the Role


As an Advancing Financial Adviser, you will provide financial planning and advice to clients, build lasting relationships, and grow a client base across South Africa. Our Client offers ongoing support, product accreditation, and a clear growth path toward becoming a fully Experienced Financial Adviser.


Key Responsibilities



  • Provide financial planning advice aligned to FAIS and FSCA fit and proper requirements


Our Client, a leading financial services provider, is looking for an Advancing Financial Adviser to join their national adviser network. This is a commission based, remote friendly opportunity for a driven, customer focused individual who wants to build a long term career in financial planning and advice.


About the Role


As an Advancing Financial Adviser, you will provide financial planning and advice to clients, build lasting relationships, and grow a client base across South Africa. Our Client offers ongoing support, product accreditation, and a clear growth path toward becoming a fully Experienced Financial Adviser.


Key Responsibilities



  • Provide financial planning advice aligned to FAIS and FSCA fit and proper requirements

  • Build and maintain long term client relationships through regular engagement

  • Meet and exceed sales targets and customer service expectations

  • Complete required product accreditations, including Long Term Insurance Class of Business (COB)

  • Maintain personal character, honesty and integrity in line with Fit and Proper standards


Requirements



  • Do you have a minimum of 12 months financial planning experience?

  • Have you completed the Long Term Insurance Class of Business (COB)?

  • Do you hold a recognised diploma or degree (advantageous)?

  • Have you passed the regulatory examination for representatives, RE5 (advantageous)?

  • Are you able to meet FSCA Fit and Proper personal character requirements, including honesty and integrity?

  • Are you self motivated, target driven, and passionate about client service?


Benefits


What Our Client Offers



  • Commission based earning structure with uncapped potential

  • National footprint with flexibility to build a client base across South Africa

  • A long term career path in financial advice and planning

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Advancing Financial Adviser (Commission Based) • Stellenbosch, Western Cape, ZA