Independent Financial Advisor

Details of the offer

Are you a financial advisor, frustrated by sharing large portions of your commission, and would rather pay a fixed fee instead of giving away half of your income?
Then look no further!Indigo Brokers is a financial planning firm based in Wellington, specializing in long term insurance, short term insurance, and estate planning.
They offer a wide range of financial risk solutions from the leading insurers of South Africa.Role DescriptionThis is a full-time remote role for an Independent Financial Advisor at Indigo Brokers.
The role involves financial planning, retirement planning, investment advising, and providing financial advisory services.
Remote work is acceptable.QualificationsFinancial Planning and Finance skillsRetirement Planning and Investment expertiseExperience in providing Financial Advisory servicesStrong analytical and problem-solving skillsExcellent communication and interpersonal skillsCertifications such as CFP or CFA are a plusMinimum requirements is a NQF5RE5 is compulsoryCOB in all areas of expertiseFixed fee of R5 700 towards Indigo Brokers (exc.
VAT) to get access to all our systems and platforms, including CRM system with e-mail setup, 3CX access, commission management through Commspace, compliance monitoring, and succession planning.
Over 50 insurers to create multiple income streams.If this is something you are interested in, please come in contact with us.Seniority levelEntry levelEmployment typeFull-timeJob functionFinance and SalesIndustriesFinancial Services, Insurance and Employee Benefit Funds, and Insurance Agencies and Brokerages
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