Financial Adviser
Sandton, Gauteng
Posted more than 30 days ago
- Company:
- TalentWhale (Pty) Ltd
- Company Description:
- At Talent Whale, we specialise in delivering comprehensive HR, CV Writing, and Recruitment services. Just as the majestic whale navigates vast oceans, Talent Whale offers wide-reaching and impactful HR solutions to businesses of all sizes. We pride ourselves on making a significant impact in the world of human resources through personalized, efficient, and expert services. With over 20 years of experience across Sub-Saharan Africa and globally, we bring a wealth of knowledge to help businesses navigate their HR challenges with ease and efficiency. Our team is dedicated to helping you attract and retain top talent, develop effective HR policies, and manage your human resources with the highest level of professionalism and care. At the heart of Talent Whale are our core values, represented by W.H.A.L.E: Wisdom: Leveraging deep industry insights for informed decision-making. Honesty: Upholding transparency and integrity in all dealings. Agility: Adapting swiftly to meet the dynamic needs of our clients and candidates. Leadership: Guiding clients and candidates toward success with expertise and vision. Excellence: Striving for the highest standards in every aspect of our work.
- Contract Type:
- Full Time
- Experience Required:
- 2 years
- Education Level:
- Bachelor
- Number of vacancies:
- 1
Job Description
The organisation specialises in tailored financial solutions, designed to meet the individual needs of clients across retail, affluent, and business assurance sectors. With a seasoned operational team supporting a national footprint, this ensure superior delivery of services to both advisers and their clients.
Key Responsibilities:
• Deliver personalised financial planning services to clients.
• Manage stakeholder relationships within branches and across the group.
• Advise clients on wealth protection and wealth creation strategies.
• Provide corporate benefits and business assurance services.
• Maintain strong client relationships through consistent practice management advice.
Qualifications & Skills:
• Financial Services qualification (RE and CBT).
• Minimum of 2 years' experience in financial planning, investment management, and/or insurance.
• 2 years post-DOFA supervision completion preferred.
• Excellent communication, presentation, and relationship-building skills.
• Strong analytical and problem-solving capabilities.
• Ability to work independently while effectively managing time and resources.
• Meticulous attention to detail and excellent organizational skills.
• Experience with financial planning software and tools.
• Commitment to continuous professional development and staying current with industry advancements.
Benefits:
• Independence as a financial adviser, paired with the security and support of a corporate network.
• A collaborative team environment of qualified specialists, ensuring the best possible service for clients.
Hyrbid work from home, commission based, own laptop and vehicle.
This role is ideal for financial advisers seeking to scale their practice while enjoying the benefits of both independence and corporate support. Become part of a high-performing team dedicated to excellence in financial advisory services.