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Financial advisor gauteng/western cape

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SureX
๐Ÿ“ remote, South-Africa
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Location remote
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Posted June 11, 2026
๐Ÿš—
Commute Local Area
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Job Description

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The ideal candidate must be able to sell and deliver personalized solutions to help clients work toward their financial goals and what their current and future needs are. They should be comfortable communicating with people as well as listen to what their client's needs are, see the available opportunities where clients lack cover, be professional, be able to draft competitive and non-competitiveย plans, have the ability to solve problems, be driven and deliver exceptional service to clients. They must also be presentable and look professional.

Duties & Responsibilities Provide financial planning support and solutions to clients and their needs Support investment professionals to cultivate client relationships and delivery service according to clientโ€™s needs Prepare financial plans and check their accuracy Problem solving Desired Experience & Qualification No industry expierence needed Training will be provided Excellent interperso...

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๐Ÿ“ Location Details

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City
remote
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Country
South-Africa
๐Ÿš—
Commute
Local Area

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