Advancing Financial Adviser (Commission Based)
Pathfinders Consulting Pty LtdOur Client, a leading financial services provider, is looking for an Advancing Financial Adviser to join their national adviser network. This is a commission based, remote friendly opportunity for a driven, customer focused individual who wants to build a long term career in financial planning and advice.
About the Role
As an Advancing Financial Adviser, you will provide financial planning and advice to clients, build lasting relationships, and grow a client base across South Africa. Our Client offers ongoing support, product accreditation, and a clear growth path toward becoming a fully Experienced Financial Adviser.
Key Responsibilities
Build and maintain long term client relationships through regular engagement
Meet and exceed sales targets and customer service expectations
Complete required product accreditations, including Long Term Insurance Class of Business (COB)
Maintain personal character, honesty and integrity in line with Fit and Proper standards
Do you have a minimum of 12 months financial planning experience?
Do you hold a recognised diploma or degree (advantageous)?
Have you passed the regulatory examination for representatives, RE5 (advantageous)?
Are you able to meet FSCA Fit and Proper personal character requirements, including honesty and integrity?
Are you self motivated, target driven, and passionate about client service?
What Our Client Offers
National footprint with flexibility to build a client base across South Africa
A long term career path in financial advice and planning