Independent Financial Advisor

We are seeking a knowledgeable and energetic Independent Financial Advisor who is willing to go the extra mile to build his/her own client base. This role is ideal for someone with a positive attitude and who sees him or herself as an absolute go-getter with an unwavering drive to meet client needs. 

So what do we offer you to ensure your success?

• Advances on commission payment options;
• An optional bi-monthly or monthly commission;
• No admin/desk fees;
• Admin assistance and back-office support;
• P-grade office space and meeting rooms;
• Ongoing marketing campaigns and lead provision;
• Best FinTech in the industry;
• We will provide - digital business cards, email accounts and signatures;
• You will have access to our Gym, Bistro and Slow Lounge. 

Role and Responsibilities:

• Develop and maintain a personal network and represent the organization at relevant industry events.
• Source leads and referrals.
• Identify sales opportunities while promoting the organization and enhancing its reputation.
• Introduce internal specialists and utilize their expertise to gather and analyse client data in order to identify the correct sales opportunities and solutions.
• Manage the customer journey from sales to on-boarding and regular portfolio review.
• Develop and implement a customer contact plan to communicate and engage with the client regarding product launches, sales campaigns, servicing opportunities and ongoing portfolio management.
• Manage key client customer relationships to maintain customer satisfaction, retention and loyalty while following principles of TCF.
• Develop and maintain knowledge, understanding and adherence to the regulatory framework and relevant codes as well as the organizations policies and procedures.
• Participate in development programmes, assessments and activities which form part of the formal and informal training program.
• Gain/maintain the relevant external professional accreditation requirements.
• Maintain an in-depth understanding of the Financial Services Industry regulations, best practice solutions and fit and proper requirements.

Desired Qualification and Experience:

• Matric/Grade 12 or SAQA Accredited Equivalent Essential.
• 120 FAIS credits (NQF 5) in Wealth Management, CFP preferred.
• 2 or more years’ experience as a Financial Advisor within the financial services industry, life and investment essential.
• RE 5 certificate.
• Proven sales track record.