Where

Financial Advisor

West Coast Personnel
Cape Town Full-day Full-time

Description:

We are seeking a self-motivated and resilient Financial Advisor to join a dynamic and supportive financial services environment. This hybrid role offers the flexibility of working from home and attending office days in Century City. The ideal candidate will be passionate about helping clients achieve financial security, thrive in a target-driven setting, and be committed to professional growth. This is a commission-only opportunity with strong earning potential and comprehensive support provided. Key Responsibilities:
  • Deliver professional financial advice aligned to clients' personal and financial goals
  • Build, manage, and grow your own portfolio of clients
  • Conduct in-depth financial needs analyses and present suitable solutions
  • Market a full range of financial products including investments, risk cover, retirement, and estate planning
  • Maintain accurate and compliant client records
  • Achieve set sales targets and performance metrics
Requirements:
  • Minimum of 2 years’ experience in financial advising or a related sales environment
  • Recent IRP5 required as proof of previous commission-based earnings
  • Solid understanding of financial planning processes and products
  • Excellent communication, sales, and client relationship skills
  • Own reliable vehicle and valid driver’s license
  • Strong self-management skills and ability to meet deadlines independently
  • RE5 and NQF Level 5 qualifications (advantageous)

Requirements:

Key Responsibilities:
  • Deliver professional financial advice aligned to clients' personal and financial goals
  • Build, manage, and grow your own portfolio of clients
  • Conduct in-depth financial needs analyses and present suitable solutions
  • Market a full range of financial products including investments, risk cover, retirement, and estate planning
  • Maintain accurate and compliant client records
  • Achieve set sales targets and performance metrics
Requirements:
  • Minimum of 2 years’ experience in financial advising or a related sales environment
  • Recent IRP5 required as proof of previous commission-based earnings
  • Solid understanding of financial planning processes and products
  • Excellent communication, sales, and client relationship skills
  • Own reliable vehicle and valid driver’s license
  • Strong self-management skills and ability to meet deadlines independently
  • RE5 and NQF Level 5 qualifications (advantageous)
  • Deliver professional financial advice aligned to clients' personal and financial goals
  • Build, manage, and grow your own portfolio of clients
  • Conduct in-depth financial needs analyses and present suitable solutions
  • Market a full range of financial products including investments, risk cover, retirement, and estate planning
  • Maintain accurate and compliant client records
  • Achieve set sales targets and performance metrics
  • Minimum of 2 years’ experience in financial advising or a related sales environment
  • Recent IRP5 required as proof of previous commission-based earnings
  • Solid understanding of financial planning processes and products
  • Excellent communication, sales, and client relationship skills
  • Own reliable vehicle and valid driver’s license
  • Strong self-management skills and ability to meet deadlines independently
  • RE5 and NQF Level 5 qualifications (advantageous)
29 Jul 2025;   from: careers24.com

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