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Financial Advisor

Employer
opus
Location
Thohoyandou Thohoyandou, Limpopo Thulamela, South Africa
Salary
Competitive
Closing date
Nov 18, 2024
View more categoriesView less categories
Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Are you a professional and career Financial Advisor serving high-net-worth individuals. My Client, one of South Africa's largest banking groups is offering an exceptional career opportunity to join a team that provides you with access to an extensive network of leads and business opportunities, giving you the platform to further elevate your career. We are seeking a professional with a deep understanding of sophisticated market environments, capable of delivering bespoke financial solutions to discerning clients. If you have a proven track record of excellence in advising high-net-worth individuals and thrive in a dynamic, high-performing team, we invite you to apply for this exclusive role. My Client's key criteria includes the following: -

  • 3-5 years'+ continuous industry experience specialising in Investments, Life products, Estate & Trust products
  • NQF6 (FSB approved qualification) & RE 5 Completed (120 FAIS Credits)
  • Preferable CFP qualification
  • Production: Proof of minimum annual commission earnings of +/- R50K per month
  • Commercial / Industrial knowledge will be an added advantage specialising in Investments, Life products, Estate & Trust products
  • Fit and proper for typical license categories
  • FSP license from previous employer

___________________________________________________________________________________________________________________________________

FINANCIAL ADVISOR (BRANCH BANKING)

  • Stellenbosch
  • Langebaan
  • Wellington
  • Grahamstown
  • Bloemfontein
  • Cradock
  • Graaff-Reinet
  • Mthatha
  • Port Alfred
  • Brits
  • Fordsburg
  • Lenasia
  • Hillcrest
  • Kokstad
  • Westville
  • Lephalale
  • Thohoyandou
  • Acornhoek

Key criteria
Min 2 yrs+ continuous industry experience specialising in Investments, Life products, Estate & Trust products
NQF 5 (FSB approved qualification) & RE 5 Completed
Preferable CFP qualification
120 credits
Production: Proof of minimum annual commission earnings of +/- R30K per month
Fit and proper for typical license categories
FSP license from previous employer

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