Financial Advisor - Northcliff / Randburg

Job Description

Our client is a trusted provider in the Wealth Management and Risk Solutions space , offering clients holistic advice and tailored strategies to protect and grow their financial well-being. Their core services include life insurance, disability cover, risk management, retirement planning, estate planning, and investments , with additional solutions in medical aid, short-term insurance, and wills.

They are committed to guiding individuals and businesses in securing long-term financial stability through personalized, client-centric financial advice.

We are seeking ambitious, driven, and self-motivated professionals to join as Financial Advisors .

This role presents an exciting opportunity to build a thriving advisory practice in wealth and risk management, supported by a hybrid working model and the potential for recurring income streams .

As a Financial Advisor, your primary responsibility will be to provide expert wealth management and risk protection strategies , ensuring that clients achieve their long-term goals with customized financial solutions.

Requirements

• Matric (Grade 12) or higher qualification
• FSCA clearance (essential)
• CFP - Certified Financial Planner
• Clear credit and criminal record (essential)
• Own laptop and reliable internet connection
• Own reliable transportation
• RE5 qualification
• Previous financial advisory experience
• Strong multilingual communication and interpersonal skills
• Excellent sales, negotiation, and closing abilities
• Self-motivated with a passion for helping clients achieve financial success

Key Responsibilities :

Benefits

Requirements

Our client is a trusted provider in the Wealth Management and Risk Solutions space, offering clients holistic advice and tailored strategies to protect and grow their financial well-being. Their core services include life insurance, disability cover, risk management, retirement planning, estate planning, and investments, with additional solutions in medical aid, short-term insurance, and wills. They are committed to guiding individuals and businesses in securing long-term financial stability through personalized, client-centric financial advice. We are seeking ambitious, driven, and self-motivated professionals to join as Financial Advisors. This role presents an exciting opportunity to build a thriving advisory practice in wealth and risk management, supported by a hybrid working model and the potential for recurring income streams. As a Financial Advisor, your primary responsibility will be to provide expert wealth management and risk protection strategies, ensuring that clients achieve their long-term goals with customized financial solutions.