Overview
Long Term Financial Advisor, Constantia GP Jobs in Roodepoort, South Africa at Platinum Talent
Location:
Constantia, Roodepoort, Gauteng.
Join our client as a Long Term Financial Advisor in their long term division, where you’ll deliver holistic, client-centered financial advice that aligns with FAIS requirements. This role focuses on understanding client needs to create tailored financial plans, upholding their values of innovation, empathy, and excellence.
Platinum Talent is seeking multiple experienced Long-Term Financial Advisers on behalf of our esteemed clients in the financial services sector.
This role requires a dedicated professional to deliver holistic, client-focused financial planning and advice that adheres to FAIS standards.
The ideal candidate will prioritize client needs and foster strong relationships, providing financial solutions that align with both client expectations and industry regulations.
Requirements
Matric
Long-term industry-related qualification (NQF5) – Advantageous
RE5 Certification
Own reliable transport
Clear ITC and criminal record
Responsibilities
Provide comprehensive long-term financial advice to clients, meeting regulatory standards.
Develop and maintain client relationships to deliver exceptional service.
Build and manage a client portfolio within the competitive financial services sector.
Demonstrate proactive customer focus, with the ability to achieve and exceed targets.
Conduct comprehensive financial needs analyses for clients.
Offer tailored advice on financial planning, insurance, and investment products.
Build and maintain long-term relationships with clients.
Continuously review and adjust clients’ financial strategies as their needs evolve.
Actively source and generate new business opportunities.
Stay current with industry trends, product knowledge, and regulatory updates.
High Paying Commission, product and term variable.
Office Space
Training
Support
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Title: Long Term Financial Advisor, Constantia GP
Company: Platinum Talent
Location: Roodepoort, South Africa
Category: Finance & Banking (Financial Consultant, Financial Advisor, Financial Sales)
