SUMMARY:
Our client, a well-established financial services provider, is seeking a qualified and compliant Financial Advisor to join their dynamic team in Secunda / Trichardt. The ideal candidate must meet all regulatory requirements, possess 120 FAIS credits, and have completed Class of Business (COB) training – with Long-Term Investments as a mandatory specialisation. Training will be provided and must be attended in person in Secunda / Trichardt. Proficiency in Afrikaans is essential for effective communication with the client base.

POSITION INFO:

JOB TITLE: Financial Advisor
AREA: Trichardt / Secunda, Mpumalanga
INDUSTRY: Financial Services / Insurance
Salary / CTC: R 20 000 – R 30 000 per month (Depending on current earnings, qualifications, and experience) + Commission
Report to: Director
Type: Permanent / Full Time
Key Responsibilities:

Provide sound financial advice in line with regulatory compliance
Build and maintain relationships with clients
Conduct comprehensive financial needs analyses
Offer tailored financial solutions including investment, risk, and savings products
Adhere to FAIS and FICA compliance standards
Achieve sales and performance targets
Attend training sessions and workshops in Secunda
Submit accurate documentation and maintain proper records
Provide after-sales service and ongoing financial guidance to clients

Qualifications and Skills:

Matric (Grade 12) – essential
120 FAIS credits – required
RE5 Certificate – required
Class of Business (COB) certification – required
Must have COB in Long-Term Investments
NQF Level 5 qualification in Financial Planning – advantageous

Skills:

Strong interpersonal and client engagement skills
Excellent Afrikaans communication skills (spoken and written) – essential
Business development and networking ability
Ability to work independently and meet targets
High level of professionalism and ethical conduct

Experience:

Minimum of 2–3 years in a similar financial advisor or sales role
Proven track record in long-term investment product sales
Experience working within a regulated financial environment

Key Competencies:

Client-centric approach
Ethical and responsible decision-making
Self-motivated and target-driven
Confident presenter with persuasive communication skills
Time management and organisational abilities

Working Conditions:

Must be willing and able to attend mandatory training in Secunda / Trichardt
Office-based with frequent client travel and in-person consultations
Must have own reliable transport and a valid driver’s license