Financial Adviser | Port Elizabeth

Build your own professional client base and develop long-term advisory relationships Meet with clients to understand their goals and create tailored financial plans Educate clients on investments, risk planning, and wealth creation strategies Present financial solutions confidently and professionally Generate new business through networking, referrals, and proactive prospecting Manage and grow client portfolios over time to build recurring income Deliver an exceptional client experience that drives trust and referrals Take ownership of your performance, activity levels, and results Complete all required documentation accurately and compliantly Participate in structured training, coaching, and development programs Stay informed on products, markets, and regulatory requirements Represent the firm with professionalism, integrity, and confidence Strong ambition and a genuine desire to build a long-term career in financial services Entrepreneurial mindset with the discipline to work independently and manage your own time Resilience, perseverance, and the ability to stay motivated in a performance-based environment Confident communicator with the ability to build trust and rapport with clients Professional presence, high personal standards, and strong ethical values Willingness to learn, be coached, and continuously develop professionally Comfortable with prospecting, networking, and self-generated business Goal-driven with a strong sense of personal accountability Relevant tertiary qualification completed or in progress (advantageous) FAIS-compliant or willing to become FAIS-compliant RE5 / RE1 qualification (advantageous or willingness to obtain) Clear criminal and credit record (mandatory) Valid South African ID and drivers licence Based in Port Elizabeth