Candidate Requirements

Duties & Responsibilities

Client Consultation & Assessment: Meet with clients to understand their financial objectives and current situations.

Financial Planning: Develop personalized financial strategies to meet clients’ unique needs, including retirement planning, investment management, tax planning, and risk management.       

Investment Advice: Guide clients on investment opportunities based on risk tolerance, objectives, and market trends.

Ongoing Relationship Management: Build and maintain long-term relationships with clients, conducting regular reviews to adjust strategies as life and market conditions change.

Compliance and Ethical Standards: Adhere to regulatory and ethical standards to ensure trust and transparency.

Continuous Development: Stay updated on financial products, industry trends, and regulatory changes.

Desired Experience & Qualification

Qualifications: Matric certificate and a degree in finance, economics, or related field. Drivers license and own vehicle essential.

Client-Centric Mindset: Strong dedication to putting clients’ needs first, with excellent interpersonal and communication skills.

Analytical Skills: Ability to analyze financial data and develop strategic solutions for clients.

Proactive & Self-Motivated: Goal-driven with a passion for achieving success in a highly competitive industry.

Ethical and Professional: High integrity and commitment to upholding industry standards.

Package & Remuneration

R 10000.00 startup stipend (new to industry advisers only)

In addition you will earn 70% uncapped commission

Company benefits incl medical aid and provident fund

Training and development