Long Term Financial Advisor Lynwood Pretoria GP

Join our client as a Long Term Financial Advisor in their long-term division, where you'll 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

Responsibilities include :

Education

Matric, RE5, or relevant degree, Class of Business (COB).

Key Skills

Business Development, Estate Law, Sales Experience, Trusts, Wealth Management, Financial Services, Investment Experience, Military Experience, Securities Law, Customer Relationship Management, Financial Planning, Wills.

Employment Type : Full Time

Experience : Years

Vacancy : 1

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