Price : Free Pretoria East Ukhozi Personnel
13-04-18 210 Hits

FINANCIAL ADVISOR      –    HIGH NET WORTH & AFFLUENT MARKETS


Leading Johannesburg Stock Exchange (JSE) listed financial services company seeks talented financial advisors to join their professional advisory and planning team that delivers needs-driven advice to clients in the following market segments.

Employed Individuals
Business assurance, catering for the business needs of business professionals
Professionals (employed and self-employed)
Affluent market
High net worth market


Responsibilities
The successful incumbents’ role is to meet the evolving needs of their clients throughout their lifetime. This is achieved by forming professional relationships with clients; considering the client’s financial and personal situation in order to construct a financial plan; and managing the plan in partnership with the client. This process requires our advisers to consider several needs including tax; health planning; capital needs in the event of disability, death or dread disease; educational needs; retirement planning; investment planning; short-term insurance needs; estate planning; and business assurance needs.


Minimum Criteria
23 years or older
Minimum one year financial advisory experience
Matric certificate
Must have RE Certificate (For Representatives)
120 credits if registered with FSB for more than 6 years.
Drivers License and Own Vehicle (not negotiable)
A clear credit/criminal record would be favourable


Personal skills and attributes
Strong leadership and support
Lucrative Remuneration and Rewards
Supportive Work Environment
Development and career progression opportunities


Remuneration
Training Incentive: R11 000.00 (First 2 months only)
Commission split potential of 100%
Vesting bonus that would result in 140% of commission
Interest free Technology loan of R20k to purchase technological equipment (should you wish to work from home)
Telemarketers making appointments
Full back-office/admin support
Upfront bursaries for industry related degrees/certificates/diplomas
On-going training and Mentorship and a career plan
TOP EARNERS average BETWEEN R50K – R100K PER MONTH


If you are an experienced FA looking to partner with a reputable market leader in Financial Services, kindly send your updated resume & RE certificate  to  FinancialAdvisors@ukhozipersonnel.co.za.

NB - If you have not heard back from us in 2 weeks, please consider your application unsuccessful. Your CV will however be kept on our database for any future positions that may match your skills and competencies.

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