Experienced Financial Adviser (Commission Based)
Core
Deliver comprehensive financial planning and advice across insurance and investment products while managing and growing a national client portfolio.
Role type
Senior Financial Adviser (Commission Based)
Builds
Client portfolios and financial plans
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, Long Term Insurance, Investments, Client relationship management, Regulatory compliance (FAIS, RE5, FSCA), Class of Business accreditation
Preferred skills
Proven track record in client portfolio growth, Strong personal integrity
Responsibilities
Deliver financial planning and advice across Long Term Insurance and Investment product categories, Manage and grow a portfolio of clients through proactive relationship management, Ensure ongoing compliance with FAIS, RE5, and FSCA Fit and Proper requirements, Maintain and complete Class of Business (COB) accreditation in Long Term Insurance and Investments, Uphold personal integrity and professional standards in all client dealings