Financial Advisor

Join a dynamic team as a financial advisor and help clients achieve their financial goals. This is a flexible, remote position that offers the opportunity to work independently while making a positive impact on clients’ financial well-being. Must be based in the Garden Route, Western Cape.

Key responsibilities:

• Provide expert financial advice tailored to clients’ needs
• Assist clients with investment planning, retirement planning, and insurance
• Build and maintain strong client relationships
• Meet set targets and manage client portfolios effectively

Requirements:

• Grade 12 qualification (Matric)
• Own cell phone, driver’s licence, and vehicle
• Clear criminal record and clean credit history
• Strong communication and customer service skills
• Ability to work independently and manage time effectively
• Basic computer skills and experience using relevant software
• Stable internet connection for remote work

Advantageous:

• RE qualifications
• FAIS compliance

Salary: Commission-based ONLY

Apply now!

Please note only candidates with the required experience will be contacted and considered. If you are not contacted, kindly consider your application unsuccessful.

Posted on 16 Jan 13:19, Closing date 16 Feb