MINIMUM REQUIREMENTS:

• Matric Certificate (Grade 12)
• RE 5 Qualification
• NQF Level 5 in Financial Planning (advantageous)
• Minimum 3–5 years of experience as a Financial Advisor
• Strong knowledge of financial products, investments, and risk management
• Excellent communication, relationship-building, and presentation skills
• Self-motivated and target-driven

ABOUT THE ROLE

We are seeking an experienced and results-driven Senior Financial Advisor to join our growing team in PORT ELIZABETH, EC. If you have a proven track record in providing expert financial planning advice and managing client portfolios, this is the perfect opportunity for you.

KEY RESPONSIBILITIES:

• Provide comprehensive financial planning solutions to clients
• Build and maintain long-term relationships with clients
• Conduct financial needs analyses and recommend appropriate products
• Stay up-to-date with industry regulations and product changes
• Meet and exceed sales and revenue targets