Independent Financial Adviser

Succession Financial Planning | Remote | ZA

The Financial Advisor will be responsible for providing comprehensive financial planning services, advising clients on investments, retirement planning, and other financial products. The role includes day-to-day tasks such as conducting financial assessments, developing tailored financial plans, and maintaining ongoing client relationships to help clients meet their financial goals.

Requirements:

  • Financial Planning and Financial Advisory skills
  • Minimum 2 years work experience essential
  • Knowledge of Finance, Investments and Retirement Planning
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to build and maintain strong relationships with clients
  • NQF 5 or higher (Beneficial)
  • RE5 Required
  • Must have a clear credit record.

Job Type: Full-time

Pay: R1,00 - R250 000,00 per month

Application Question(s):

  • Have you completed and passed the RE5 exam?

Education:

  • Primary (Preferred)

Work Location: Remote


Information :

  • Company : Succession Financial Planning
  • Position : Independent Financial Adviser
  • Location : Remote
  • Country : ZA
Next Process

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Post Date : 2025-06-04 | Expired Date : 2025-07-04

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