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Join the Team.

What we offer you.

Support to ensure you remain fit and proper as required by legislation including  online learning facilities to complete and maintain records of product training assessments; access to an approved training provider for class-of-business training; and access to Wealth Partners in-house training and support including Professional Development (CPD) activities. State of the art financial planning tools to help you and your clients with their financial plans.Comprehensive business support, product, and service support, as well as advisory service by Wealth Partners and/or Old Mutual. The FSP licence, which takes care of the regulatory requirements including compliance, regulatory reporting, and monitoring to the Financial Services Conduct Authority (FSCA). Digital solutions to promote ease of doing business.  Competitive commission structure.

What we are looking for.

We are looking for team members who proactively strive to achieve personal financial targets through effective planning, time management and diligence. They must be able to analyse situations carefully, understand the complexity and consequences before quickly taking action through clear, well thought out decisions. They should Identify entrepreneurial opportunities in every interaction and remain passionate, resilient, focused and organised. It will be essential to proactively build and maintain client relationships by support and guidence during the decision making process by displaying exceptional product knowledge and customer centricity. An ideal canditate would be a self-confident, self-motivated entrepreneur who effectively manages their time and ensures optimal productivity. They should also possess the following core competencies,verbally fluent,have numerical reasoning ability, be self-reliant, be resilient (drive, determination, risk tolerance), manage relationships well, ability to work in a team, and be computer literate.

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Applicant Requirements.

  • Grade 12 or an equivalent NQF4 qualification or  Grade 12 with post matric qualification equivalent of NQF5.

  • 2 years experience in the Financial Industry will be an advantage.

  • Candidate must have the aptitude to become Fit and Proper as per the requirements of the FSCA.

  • Candidate that is fully Fit and proper as per FSCA requirements needs to have a RE5 qualification.

  • FSCA recognized qualification, minimum 1 year financial services experience in the applicable sub category and proof of CPD hours completed per sub category

  • A recognised diploma or degree will be an advantage.

  • Clear credit record.

  • No criminal record.

  • Provide proof of previous earnings.

  • Own laptop and cell phone.

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