About this role
Financial Advisor – Relationship Banking (Wealth Focus)
About the job Financial Advisor – Relationship Banking (Wealth Focus)
Join Our TeamWe are looking for a driven, client-focused Financial Adviser to join our growing team. If you are passionate about helping clients achieve their financial goals through tailored advice and long-term relationships, we'd love to hear from you.Key Responsibilities
- Build and maintain strong relationships with new and existing clients.
- Conduct comprehensive financial needs analyses.
- Provide professional advice on investment, life insurance, estate planning, and trust solutions.
- Develop and implement customised financial plans aligned with clients' objectives.
- Achieve agreed sales and performance targets.
- Ensure compliance with all regulatory and legislative requirements.
- Maintain accurate client records and deliver exceptional client service.
Minimum RequirementsExperience
- Relationship Banking Adviser: Minimum 3–5 years' continuous experience in the financial services industry.
- Everyday Banking Adviser: Minimum 2 years' continuous experience in the financial services industry.
Qualifications
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Relevant FSCA-approved qualification:
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NQF Level 6 (Relationship Banking Adviser), or
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NQF Level 5 (Everyday Banking Adviser)
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RE5 qualification (essential).
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Minimum 120 FAIS credits.
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CFP® designation will be advantageous.
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Additional Requirements
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Fit and Proper in terms of FAIS requirements.
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Previous FSP licence with a registered Financial Services Provider.
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Proven track record of achieving sales and commission targets.
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Strong knowledge of investment, life insurance, estate planning, and trust products.
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Commercial and industrial banking knowledge will be advantageous.
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Ability to work independently with minimal supervision.
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Excellent communication, interpersonal, and relationship-building skills.
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Valid driver's licence and own reliable transport (if applicable).
What We Offer
- Competitive remuneration structure.
- Performance-based incentives.
- Ongoing professional development and career growth.
- A collaborative and supportive working environment.
- Opportunity to build a successful long-term career in financial advisory.
If you meet the above requirements and are passionate about making a meaningful difference in clients' financial lives, we encourage you to apply.