Financial Advisers

Being a Financial Adviser is one of the most rewarding and fulfilling jobs in the world.  For any Financial Adviser to operate optimally and reach the highest level of fulfilment, it is imperative that the environment they work in, be the best fit possible.

Financial Advisers have different things they value and that contribute to their success.

We help Financial Advisers find the perfect home, where they can excel at doing what they do best.

We also acknowledge the need for new entrants to the industry.  We therefore help people that would like to become a Financial Adviser to join the right business from the start.


Experienced Financial Advisers

    If you:

  • Have at least 2 years’ full time experience;
  • Have a minimum qualification at an NQF5 level;
  • Completed your RE5 (Representative) RE Exam;
  • No longer work under supervision;

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New Financial Advisers

If you do not adhere to all the requirements for Experienced Financial Adviser, then:

 

 

 

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