Financial Advisor

SUMMARY:
Our client, a well-established financial services provider, is seeking a qualified and compliant Financial Advisor to join their dynamic team in Secunda / Trichardt. The ideal candidate must meet all regulatory requirements, possess 120 FAIS credits, and have completed Class of Business (COB) training – with Long-Term Investments as a mandatory specialisation. Training will be provided and must be attended in person in Secunda / Trichardt. Proficiency in Afrikaans is essential for effective communication with the client base.

POSITION INFO:

JOB TITLE: Financial Advisor
AREA: Trichardt / Secunda, Mpumalanga
INDUSTRY: Financial Services / Insurance
Salary / CTC: R 20 000 – R 30 000 per month (Depending on current earnings, qualifications, and experience) + Commission
Report to: Director
Type: Permanent / Full Time

Key Responsibilities:

• Provide sound financial advice in line with regulatory compliance
• Build and maintain relationships with clients
• Conduct comprehensive financial needs analyses
• Offer tailored financial solutions including investment, risk, and savings products
• Adhere to FAIS and FICA compliance standards
• Achieve sales and performance targets
• Attend training sessions and workshops in Secunda
• Submit accurate documentation and maintain proper records
• Provide after-sales service and ongoing financial guidance to clients

• Matric (Grade 12) – essential
• 120 FAIS credits – required
• RE5 Certificate – required
• Class of Business (COB) certification – required
• Must have COB in Long-Term Investments
• NQF Level 5 qualification in Financial Planning – advantageous

• Strong interpersonal and client engagement skills
• Excellent Afrikaans communication skills (spoken and written) – essential
• Business development and networking ability
• Ability to work independently and meet targets
• High level of professionalism and ethical conduct

• Minimum of 2–3 years in a similar financial advisor or sales role
• Proven track record in long-term investment product sales
• Experience working within a regulated financial environment

• Client-centric approach
• Ethical and responsible decision-making
• Self-motivated and target-driven
• Confident presenter with persuasive communication skills
• Time management and organisational abilities

• Must be willing and able to attend mandatory training in Secunda / Trichardt
• Office-based with frequent client travel and in-person consultations
• Must have own reliable transport and a valid driver’s license