Financial Advisor

SUMMARY:
We are looking for a driven and client-focused Financial Advisor to join our team in the Irene area in Centurion. This is an exciting opportunity for an individual who enjoys building meaningful client relationships, analysing financial needs, and providing tailored financial advice.

The successful candidate will be responsible for developing and managing their own portfolio of clients. A key part of the role is prospecting and generating your own leads, identifying new business opportunities, and building a sustainable book of clients through networking, referrals, business development and proactive relationship management.

If you are motivated by building a successful financial advisory practice, this could be the opportunity for you.

POSITION INFO:
Key Responsibilities Build and maintain strong, long-term relationships with clients. Conduct comprehensive client needs analyses and understand individual financial goals and circumstances. Analyse clients' financial positions and identify appropriate planning and investment opportunities. Provide professional, ethical and needs-based financial advice. Minimum Requirements Relevant qualification in Financial Planning, Finance, Investments, Business or a related field will be advantageous. Having an established network will be to your advantage. Proven ability or strong aptitude for business development and prospecting. Self-motivated, disciplined and comfortable working towards targets. Valid driver's licence and own reliable vehicle. What We Offer The opportunity to build and manage your own client portfolio. A performance-driven environment with strong earning potential. Opportunity for career growth and professional development. Support and guidance to help you develop your advisory practice. Training and accreditation. Ability to schedule your own diary. Please note only shortlisted candidates will be contacted. If you have not heard from us in 2 weeks, please consider your application unsuccessful.