Overview

Financial Advisor Jobs in Fourways at vhapfumi holdings

Location: Johannesburg, Gauteng

Position: Financial Advisor

Employment Type: Full-Time

Remuneration: 100% Commission-Based

Job Description

Vhapfumi Holdings (Pty) Ltd is looking for ambitious, client-focused Financial Advisors to join our growing team. This is an exciting opportunity to build a successful career by providing tailored financial solutions that help clients achieve their financial goals. As a 100% commission-based role, it offers uncapped earning potential, ongoing support, and the opportunity to grow your own client portfolio while being rewarded for your performance.

Key Responsibilities

· Build and manage a portfolio of new and existing clients.

· Conduct financial needs analyses and provide tailored financial advice.

· Recommend appropriate solutions relating to wealth creation, wealth protection, retirement, investments, and risk planning.

· Develop and maintain long-term client relationships through ongoing reviews and support.

· Generate new business through networking, referrals, and prospecting.

· Ensure compliance with FAIS legislation and company policies.

· Achieve agreed sales and business development targets.

· Maintain accurate client records and documentation.

Qualification

· NQF Level 5 qualification in Financial Planning, Finance, Wealth Management, Commerce, Business Management, or a related field.

· RE5 (Regulatory Examination for Representatives) completed or in progress (advantageous depending on experience).

· Class of Business (COB) training completed where applicable.

· FAIS Fit and Proper requirements must be met.

Experience

· Minimum of 2 years’ experience in a Financial Advisor, Financial Planner, Wealth Advisor, or similar financial services role.

· Proven experience in client acquisition, relationship management, and achieving sales targets.

· Experience in insurance, investments, retirement planning, or wealth management will be beneficial.

Skills and Competencies

· Excellent communication and interpersonal skills

· Strong sales and negotiation abilities

· Relationship-building and networking skills

· Analytical and problem-solving skills

· Client-focused with a professional and ethical approach

· Self-motivated with the ability to work independently

· Good planning, organisational, and time management skills

Tools and Systems

· Financial planning software

· CRM systems

· Microsoft Office Suite

· Virtual meeting platforms (Microsoft Teams/Zoom)

Pay: R300 000,00 – R600 000,00 per year

Work Location: Hybrid remote in Fourways, Gauteng

Title: Financial Advisor

Company: vhapfumi holdings

Location: Fourways

 

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