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Financial Advisor (Field-Based)

CWare (PTY) Ltd

Johannesburg

11-50⁠ Employees

Permanent

Full Time

5 days ago

I'm interested

Top skills

You're a great fit for this role if you have the following skills:

Wealth Management

Retirement Planning

Networking

Credit

Investment

Introduction

About the Role

We are seeking a professional, motivated, and client-focused Financial Advisor to join our growing team. The successful candidate will be responsible for building and maintaining a portfolio of clients by providing holistic financial planning and advice. This role requires meeting clients face-to-face, understanding their financial objectives, and recommending appropriate financial solutions that protect and grow their wealth.

The ideal candidate is passionate about helping clients achieve financial security while maintaining the highest standards of professionalism and regulatory compliance.

Duties & Responsibilities

Key Responsibilities

Prospect for new business through networking, referrals, and business development activities.
Build and maintain a sustainable client portfolio.
Conduct face-to-face financial needs analyses with clients.
Provide professional advice on life insurance, investment, retirement, risk, disability, income protection, and estate planning solutions.
Develop comprehensive financial plans tailored to clients' goals and financial circumstances.
Conduct annual portfolio reviews and ongoing client servicing.
Build long-term relationships through exceptional client service.
Prepare quotations, financial plans, and product recommendations.
Ensure all documentation is completed accurately and submitted within required timeframes.
Maintain accurate client records and CRM updates.
Ensure full compliance with FAIS, FICA, POPIA, and all regulatory requirements.
Stay informed on market trends, legislative changes, and new financial products.
Consistently achieve new business and retention targets.

Desired Experience & Qualification

Essential

Grade 12 (Matric)
RE5 Representative Qualification (Non-negotiable)
NQF Level 5 qualification with a minimum of 120 FAIS credits (Non-negotiable)
Class of Business completed (where applicable)
Registered as Fit and Proper in terms of FAIS requirements
Minimum 2 years' experience as a Financial Advisor
Proven track record in financial services sales and client relationship management
Valid South African driver's licence
Own reliable vehicle
Willingness to travel to meet clients
Clear criminal and credit record

Advantageous

CFP® designation or studying towards CFP
Experience in wealth management
Existing client base or network
Experience with investment and retirement planning

Product Knowledge

The successful candidate should have experience advising on:

Life Insurance
Disability Cover
Dread Disease Cover
Funeral Cover
Income Protection
Retirement Annuities
Pension Preservation Funds
Provident Preservation Funds
Living Annuities
Tax-Free Savings Investments
Unit Trust Investments
Education Plans
Estate Planning
Business Assurance
Key Person Insurance
Buy-and-Sell Agreements

Knowledge Required

FAIS Act
Long-term Insurance Act
FICA
POPIA
Financial planning principles
Investment fundamentals
Retirement planning
Estate planning
Tax implications relating to financial products

Skills & Competencies

Financial planning and advisory skills
Consultative sales
Business development
Networking
Relationship management
Excellent communication and presentation skills
Negotiation and closing skills
Financial needs analysis
Time management
Planning and organising
Computer literacy (MS Office and CRM systems)

Behavioural Competencies

Highly professional
Entrepreneurial mindset
Self-driven and disciplined
Results-oriented
Ethical and trustworthy
Strong interpersonal skills
Client-focused
Resilient
Confident
Well presented

Key Performance Indicators (KPIs)

New business generated
Assets under management (where applicable)
Annual Premium Income (API) achieved
Client retention rate
Compliance audit results
Persistency of business
Referral generation
Client satisfaction
Portfolio growth
Activity levels (appointments, presentations, referrals)

Remuneration

Competitive basic salary and/or commission structure
Attractive performance incentives

Package & Remuneration

R 20 000 - R 30 000 + Commission

Read the full job description here.

I'm interested

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Company headquarters: 40 Galaxy Avenue, Linbro Office Park, Johannesburg
Registration Number (1999/005423/07)
Managing Directors: Desmond O´Grady, Greig Smith, Orla Moran