Financial advisor - western cape
Cape Town - Atlantic Seaboard

Financial Advisor

Western Cape

Are you one of the Top 50 Financial Advisors in the Western Cape?

Our client is looking for top producers to join their growing team. But high performers with a difference – we’re looking for people with a zest for life and a passion for helping clients to get the best possible solution for their financial needs, serving them with compassion and respect.

You’ll already be a master of the basics – reviewing the client’s existing financial position, identifying their needs, objectives and goals, preparing a financial plan which addresses their needs and objectives, using best-of-breed financial products and then maintaining a long term and trust-filled relationship with the client.

And your Process & Passion will have turned into results, for yourself and your clients.

Our client offers the following:

• The opportunity to work within a successful and established independent company with a great support system
• A 90% commission structure, not subject to minimum thresholds
• An annual bonus
• A comprehensive product range from market-leading providers
• A holistic solution to satisfy the client’s financial needs
• The choice of working from your own home / office or from one of our existing offices
• You determine the level of intensity
• The financial planner is not required to write key individual regulatory exams, nor pay FSP licensing costs; and
• Reduced rates for telephone calls, faxing and printing

Requirements:

• Superior track record in our industry
• Photo of you on a cruise ship trip that you won as a prize for being a top performer
• Client letters of recommendation

Please note that only short listed candidates will be contacted.

 If you are interested and qualify, please forward your CV to ruan@peoplefinder.org.za