Introduction An exciting opportunity exists for experienced Financial Advisors to join a leading banking environment, working within an established branch network and client base. This role is ideal for advisors who want access to consistent, high-quality leads , strong infrastructure, and the ability to build a high-income practice within a recognised financial institution. You will work closely with bankers and internal teams, allowing you to engage directly with pre-qualified clients and grow your portfolio more efficiently. Location: Cape Town (Southern Suburbs & Surrounding Areas) (Kenilworth, Blue Route, Long Beach, Vangate, Khayelitsha, Gugulethu) Who This Suits: Experienced advisors looking for consistent deal flow Individuals who thrive in a structured, performance-driven environment Advisors wanting to leverage a recognised banking brand and client base Duties & Responsibilities Provide financial planning and advisory services to bank clients Conduct financial needs analyses and recommend suitable solutions Build and maintain long-term client relationships Work closely with bankers to convert referred leads Grow and manage your client portfolio Desired Experience & Qualification RE5 qualification (essential) NQF5 / FAIS-compliant qualifications Class of Business (Long-Term Insurance & Investments) - Willingness to do this if not done yet Minimum 2–3 years’ experience in financial advisory Must be fully qualified (not under supervision) Valid driver’s license and own vehicle Package & Remuneration Daily access to warm, bank-generated leads Established client network within the banking environment Hybrid working model (branch + flexibility) Attractive commission structure (60/40 split) Opportunity to partner with business bankers (high-value clients) Fast-track onboarding and simple interview process #J-18808-Ljbffr
Experienced Financial Advisor (Banking Environment | Leads Provided)
HIRE RIGHT SOLUTIONS
kloof, kloof
Published 16 days ago
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