Financial Advisor
Merand Corbett & AssociatesSomerset West, South Africa30+ days ago
Job descriptionRelevant 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. 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. 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. 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
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 :
Key Competencies :
Attractive Income & Commission Structure :
(Terms and conditions apply details to be discussed during the interview process.)
What is on offer :
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Financial Advisor • Somerset West, South Africa
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