Virtual Financial Adviser - Remote

Overview

The Virtual Financial Adviser role focuses on providing holistic financial planning solutions to clients through telephonic communication, aimed at building a sustainable advisory practice.

In Short

• Empower clients with comprehensive financial planning solutions.
• Establish and maintain professional relationships with clients and stakeholders.
• Meet sales and growth targets through telephonic interactions.
• Manage personal broker practice effectively.
• Comply with FAIS Fit and Proper Requirements.
• Engage in continuous professional development and training.
• Work within a diverse and inclusive environment.
• Be part of a well-established financial services group.
• Contribute to the bank’s growth and client satisfaction.
• Join a team committed to empowering Africa’s tomorrow.

Requirements

• FSCA-Approved Qualification Regulatory Exam for Representatives (RE5).
• Experience as per the FAIS Act.
• Product Specific Training after onboarding.
• Class Of Business Training.
• Commitment to honesty, integrity, and good standing.
• Further Education and Training Certificate (FETC).
• Ability to manage and grow a client portfolio.
• Strong communication and interpersonal skills.
• Sales-oriented mindset.
• Willingness to engage in continuous learning.

Benefits

• Opportunity to work remotely.
• Professional development opportunities.
• Inclusive workplace culture.
• Potential for career advancement.
• Access to a wide range of financial products and services.
• Supportive team environment.
• Contribute to a meaningful mission of empowering clients.
• Competitive compensation package.
• Engagement in a diverse workforce.
• Work with a leading financial services group in Africa.