Long Term Financial Advisor, Westville, KZN.

Location: Derby Downs Office Park, Westville. South Africa

Join our client as a Long Term Financial Advisor in their long term division, where you’ll deliver holistic, client-centered financial advice that aligns with FAIS requirements. This role focuses on understanding client needs to create tailored financial plans, upholding their values of innovation, empathy, and excellence.

Platinum Talent is seeking multiple experienced Long-Term Financial Advisers on behalf of our esteemed clients in the financial services sector.

This role requires a dedicated professional to deliver holistic, client-focused financial planning and advice that adheres to FAIS standards.

The ideal candidate will prioritize client needs and foster strong relationships, providing financial solutions that align with both client expectations and industry regulations.

Matric

Long-term industry-related qualification (NQF5) – Advantageous

RE5 Certification

Own reliable transport

Clear ITC and criminal record

Provide comprehensive long-term financial advice to clients, meeting regulatory standards.

Develop and maintain client relationships to deliver exceptional service.

Build and manage a client portfolio within the competitive financial services sector.

Demonstrate proactive customer focus, with the ability to achieve and exceed targets

High Paying Commission, product and term variable.

Office Space

Training

Support

*Hybrid work