Visit Covid-19 news, links and
Your cv

Related jobs

More financial services jobs...
Get jobs on your
mobile phone

Financial Adviser

Remuneration:R6050 - R7050 per month Basic plus commission 
Benefits:Access to Med aid, Free online training, Great commission structure
Location:Umgungundlovu, Umsunduzi
Education level:Matric
Job level:Junior/Mid
Travel requirement:Occasional

Job description

Job description:

  • Proactively strive to achieve personal financial targets through effective planning, time management, diligence and appropriate stress management

  • Present information-sharing sessions on financial planning topics to engage new business and enhance the knowledge of potential clients

  • Analyse situations carefully, understand the complexity and consequences before quickly taking action through clear, well thought out decisions

  • Accurately identify problems and proactively solve them

  • Identify entrepreneurial opportunities in every interaction and remain passionate, resilient, focused and organised

  • Timeously complete all administrative and reporting duties related to the role

  • Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services

  • Support and guide clients through the decision making process by displaying exceptional product knowledge and customer centricity

  • Regularly review client accounts to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment

  • Build sound relationships with others through honesty, trust and respect

  • Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements

  • Be self-confident, self-motivated entrepreneurs and relentlessly pursue targets and goals.

  • Effectively manage time and ensure optimal productivity

  • Research and monitor financial market trends to ensure that plans are relevant, effective and to identify any necessary updates

  • Prepare, interpret and present client financial performance and other relevant information so enhance client understanding and facilitate decision-making

  • Conduct client financial needs analysis in order to develop and implement a customized financial plan to achieve clients’ financial goals

Please reference which branch you are applying to on email by indicating:

Branch - Umgungundlovu
Branch - Umsunduzi
Branch - PMB



  • Matric passed
  • Sales experience (2 years min)
  • Smart phone
  • Laptop/PC (Advantageous)
  • "Never give up" attitude

Posted on 17 May 17:02


0817337592 (Whatsapp)
Or apply with your Biz CV
Create your CV once, and thereafter you can apply to this ad and future job ads easily.


With a legacy of over 120 years, Metropolitan has been serving and empowering South African communities with accessible financial solutions through the best and challenging times.

View company profile

Get job alerts for Financial Adviser jobs

Let's do Biz