Financial Adviser - Peninsula MMH260701-4
Metropolitan
Full-time
Corporate Finance & Strategic Planning
Location
mitchells plain, western cape, South-Africa
Posted
July 04, 2026
Job Description
Role Purpose
Attract, acquire and retain clients by selling company products to generate new business and to provide after‑sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long‑term viability.
Requirements
- Matric / N4 Equivalent Qualification.
- FAIS requirements based on DOFA date.
- Relevant regulatory examinations if you are already working in the financial services industry.
- 1–2 years’ experience for individuals with undergraduate degree.
- 2–3 years in a Sales environment.
- Strong computer literacy skills.
- Fluency in English.
Duties and Responsibilities
- Engage with prospect clients to understand their financial needs.
- Sell products that align with the clients’ financial requirements.