Financial Advisor

Financial Adviser – (G Contract) (POS321)

Rosebank

Should you be interested in furthering your career in Financial Advisory, love working with people, and have an ambitious attitude then you should apply.

Ideal candidates will have:

• Matric / Grade 12
• Tertiary qualification
• Financial Advisory sales experience will be an advantage
• Previous Sales experience will be an advantage
• RE5 and FAIS qualifications an advantage
• Clear credit record and criminal record
• Own transport and drivers’ license
• A can-do attitude
• Love to work with people

What you will get:

• 5 weeks of training
• Support after training
• A market-leading remuneration contract designed to provide income stability
• Commission 85%
• Access to funds for first 2 months whilst in training
• A monthly production bonus guaranteed for the first 12 months
• Annual performance bonus
• A sophisticated & interactive digital advise tool to support client engagements/planning
• Professional development & training
• Bursary to study (CFP)
• Interest free technology loan

You Can Join the Company’s (For Own Account)

• Medial aid and Pension fund
• Group life benefits

Support Structure

• Legal Consultant to assist your clients with difficult legal questions
• Key Accounts Specialist to support you when reaching out to large groups
• Marketing Specialist / Marketing Department to support you with Marketing (should you arrange a marketing event to reach more clients, the company will pay half the cost you the balance, which you can pay off)
• The company help you with your compliance
• The company support you

What Will You Do?

• Establish and define professional relationship with clients
• Gather data including goals
• Analise and evaluate financial status
• Develop and present financial planning recommendations and/or alternatives
• Implement financial planning recommendations
• Monitor the financial planning recommendations
• Make money

Closing Date: 5 August 2022

Please forward MS Word Format CVs to: and use POS321 as reference.