- ITM Katope (Pty) Ltd is recruiting on behalf of a reputable financial services client for experienced Life and Investment Financial Advisors to be based in Johannesburg.
- The successful candidates will provide professional, needs-based financial advice to clients across the entry-level, middle-income, affluent, and self-employed markets, supporting long-term wealth creation, protection, and financing solutions in line with FAIS legislation and best practice.
- Provide compliant, professional financial advice aligned with clients financial goals and risk profiles
- Build and maintain long-term client relationships through excellent service and ethical conduct
- Conduct financial needs analyses and present suitable life, investment, and risk solutions
- Manage and grow a personal client portfolio
- Ensure all advice and documentation complies with FAIS and internal governance standards
- Participate in ongoing training, coaching, and professional development initiatives
- Actively engage in client acquisition through leads provided and personal networking
- Grade 12 or equivalent qualification
- RE Certificate (advantageous)
- FAIS credits (NQF Level 5) or currently working towards a recognised qualification in Wealth Management (advantageous)
- Valid drivers licence and own reliable vehicle
