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Financial Wellness Advisor
Job in
Estcourt, 3280, South Africa
Listed on 2026-07-20
Listing for:
Metropolitan
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Metropolitan in South Africa is seeking a motivated financial adviser to help clients achieve their financial wellness goals. You will attract, acquire and retain clients by selling company products and providing after-sales service to ensure retention and growth.
You will assess client needs, conduct affordability analyses, and offer compliant financial advice in line with FAIS guidelines, while maintaining accurate records and achieving targets.
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