Financial Advisor – Relationship Banking (Wealth Focus) at Boardroom Appointments

• 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

• Relevant FSCA-approved qualification:
• NQF Level 6 (Relationship Banking Adviser), or
• NQF Level 5 (Everyday Banking Adviser)
• RE5 qualification (essential).
• Minimum 120 FAIS credits.
• CFP® designation will be advantageous.

Additional Requirements

• Fit and Proper in terms of FAIS requirements.
• Previous FSP licence with a registered Financial Services Provider.
• Proven track record of achieving sales and commission targets.
• Strong knowledge of investment, life insurance, estate planning, and trust products.
• Commercial and industrial banking knowledge will be advantageous.
• Ability to work independently with minimal supervision.
• Excellent communication, interpersonal, and relationship-building skills.
• Valid driver's licence and own reliable transport (if applicable).