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Financial Advisor

Company

People Dimension

Location

potchefstroom, potchefstroom

Posted

July 12, 2026

Position Overview

A financial services company that provides insurance, investment, wealth management, risk solutions, and employee benefit services to individuals and businesses is seeking a Financial Advisor to join their team.

Key Responsibilities
  • Prospecting for and closing new business

  • Maintaining existing business

  • Developing and presenting financial planning recommendations and/or alternatives to clients

  • Adopting a holistic approach to financial advice

  • Establishing and defining professional relationships with clients

  • Gathering financial data and setting financial objectives

  • Analysing and evaluating financial information

  • Implementing and monitoring financial planning recommendations

Desired Experience & Qualification

  • Matric

  • Successfully completed the Class of Business exam

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