Findojobs South Africa | Now Recruiting Our 2025 Financial Advisors | South Africa

Now Recruiting Our 2025 Financial AdvisorsDo you have a passion for Financial Planning and are looking to get into this amazing profession while building your own professional practice? Join one of the leading financial services companies and an incredible affiliate of the Liberty Group. This role enables a driven and ambitious individual to become a trained Financial Planner. Full training is provided from scratch, with excellent uncapped earning opportunities and great leadership and mentorship offered.
Responsibilities: Understand clients' financial needs.Determine clients' expenses, level of income, insurance coverage, financial objectives and goals, tax status, and risk tolerance.Answer clients' questions and address concerns.Give advice to clients about insurance coverage, investment planning, cash management, or any other areas to help them reach their financial goals.Regularly review clients' bank and other accounts, analyzing their financial data to determine if life or economic changes are necessary to reach their financial goals.Prepare or interpret financial document summaries, investment performance reports, and income projections for clients.Manage and regularly update clients' portfolios.Build and maintain your client base.This is a FAIS role.
Minimum Requirements: Matric.2 years of sales experience.RE 5 qualification.FAIS qualification is an added advantage but not essential.Own car and driver's license.Laptop.Network of clients.
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