Western Cape CBD Experienced Financial Adviser (Commission-Based) – FAIS Fit & Proper
Core
Provide expert financial planning, investment, risk, and insurance solutions to clients while managing and growing a client portfolio.
Role type
Senior IC Financial Adviser
Builds
Tailored financial products and client relationships
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, Investment advisory, Risk management, Insurance solutions, Business development, Client portfolio management, Regulatory compliance (FAIS), Sales target achievement
Preferred skills
Established client base, Networking capability
Technologies
FAIS compliance framework, RE5 certified products
Responsibilities
Provide holistic financial planning and advisory services, Manage and grow an existing client portfolio, Proactively source and convert new business opportunities, Deliver tailored investment, risk, and insurance solutions, Ensure full compliance with FAIS and regulatory requirements, Stay informed on market trends and product developments