Location
potchefstroom, north west, South-Africa
Posted
July 09, 2026
Job Description
A financial services company that provides insurance, investment, wealth management, risk solutions, and employee benefit services to individuals and businesses is seeking a Financial Advisor to join their team.
Key Responsibilities
- Prospecting for and closing new business
- Maintaining existing business
- Developing and presenting financial planning recommendations and/or alternatives to clients
- Adopting a holistic approach to financial advice
- Establishing and defining professional relationships with clients
- Gathering financial data and setting financial objectives
- Analysing and evaluating financial information
- Implementing and monitoring financial planning recommendations
Desired Experience & Qualification
- Matric
- Successfully completed the Class of Business exam
- Successfully completed the RE5 exam
- Certified Financial Planner (CF...