Financial Services Advisor
1 week ago
Job Overview
We are seeking an experienced Financial Services Advisor to join our team at Spane4all. As a key member of our banking and finance division, you will be responsible for delivering exceptional customer experiences and providing expert financial advice to our clients.
About the Role
The successful candidate will have a proven track record in wealth creation, accumulation, and protection, with a strong focus on driving client retention and revenue growth. You will work closely with our clients to understand their financial goals and objectives, providing tailored solutions to meet their needs.
Key Responsibilities
Some of the key responsibilities of this role include:
- Identifying fiduciary opportunities and advising on philanthropy
- Participating in activities that promote professional development
- Building relationships across teams to enhance collaboration and innovation
- Driving revenue growth through effective sales strategies
- Providing holistic banking and financial solutions to clients
- Ensuring compliance with regulatory requirements and company policies
Requirements
To be considered for this role, you will need to have a relevant qualification such as an RE5 and NQF Level 7 FSCA recognized qualification. You will also need to be off supervision and possess excellent communication and interpersonal skills.
What We Offer
In return for your expertise and dedication, we offer a competitive salary of approximately R700,000 per annum, plus benefits such as comprehensive training and development opportunities, a performance-related bonus scheme, and a generous pension plan.
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