Financial Advisor

Recruiter:

Stonebridge HR Solutions

Job Ref:

Pta000365/VLR

Date posted:

Monday, September 29, 2025

Location:

Centurion, South Africa

Salary:

R20 000 Monthly

SUMMARY:
We are looking for a self motivated and target driven Financial Advisor for a well established firm based in the Irene area in Centurion.
As a Financial Advisor, you will play a key role in helping clients achieve financial security and long-term wealth through tailored insurance and investment solutions. You’ll work under the guidance of senior advisors and managers, gaining hands-on experience in financial planning, client relationship management, and regulatory compliance.

POSITION INFO:
Requirements:

Grade 12
Tertiary qualification (beneficial)
Valid driver’s license and own car (Essential)
Clean Credit record and Criminal record (Essential)
Relevant experience will be beneficial, but not essential
Fluent in Afrikaans and English

Responsibilities:

To prospect for clients/ to obtain leads to secure appointments - daily activity.
To conduct a professional FNA (financial needs analysis) to make needs based recommendation that could lead to a sale.
To achieve sales targets as set out by the company.
To build relationships with clients so that consultant wins confidence, credibility and trust.
Elicit information to maximize the effectiveness of a client’s portfolio. To secure 2nd appointment.
To give objective professional advice on client’s needs.
To portray the appropriate propriety in their target market.
To meet all legislative requirements.
To remain accredited and up to date with relevant market & industry related subjects.
To remain adequately equipped and knowledgeable regarding the latest technology.
To build a long-term professional, profitable practice

Please note only shortlisted candidates will be contacted. If you have not heard from us in 2 weeks, please consider your application unsuccessful.

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