Financial Advisor

Company Description

Our client is a professional wealth and financial planning institution that provides clients with holistic financial guidance, long-term wealth strategies and tailored advisory solutions.

The business focuses on:

• Financial planning and advice
• Holistic wealth strategy and advisory services
• Pension fund management
• Estate planning, wills and trusts
• Retirement planning and advisory
• Investment strategy and portfolio management
• Insurance solutions

The company is looking for driven, professional and client-focused Financial Advisors who are passionate about helping individuals, families and businesses make informed financial decisions and build long-term financial security.

Location

Kimberley, Cape Town, Johannesburg, Pretoria, Durban and Bloemfontein

Role Description

The Financial Advisor will be responsible for providing professional financial guidance to clients, identifying client needs, building and maintaining client relationships, and assisting clients with suitable financial planning and wealth-management solutions.

The successful candidate will be expected to:

• Build and maintain a strong client base.
• Conduct client needs analyses and financial planning discussions.
• Provide professional advice on financial planning, retirement planning, investment planning, insurance solutions and estate-planning needs.
• Present suitable financial solutions to clients in a clear and professional manner.
• Develop long-term relationships with clients based on trust, integrity and excellent service.
• Identify opportunities for new business and client growth.
• Maintain accurate client records and comply with all internal processes.
• Work towards agreed business and production targets.
• Uphold the highest standards of ethics, confidentiality and professionalism.
• Ensure compliance with applicable financial-services requirements, company policies and industry standards.

This role is suited to a motivated, self-driven individual with strong communication skills, a passion for people and a desire to build a successful career in the financial-services industry.

Qualifications and Requirements

The ideal candidate should have:

• Grade 12 / Matric.
• RE5 qualification will be advantageous.
• Relevant financial-services qualification will be advantageous.
• Previous experience in financial services, sales, insurance, investments, banking or client advisory will be advantageous.
• Strong communication and interpersonal skills.
• Ability to build and maintain client relationships.
• Professional presentation and client-service approach.
• Strong sales and business-development ability.
• High level of integrity, honesty and reliability.
• Good administrative and organisational skills.
• Computer literacy.
• Ability to work independently and manage own client pipeline.
• Own transport and valid driver’s licence will be advantageous.
• Afrikaans and English communication skills will be advantageous.
• Candidates must be willing to comply with all applicable FAIS, FSCA, Fit and Proper, training, supervision and internal compliance requirements where applicable.

Ideal Candidate Profile

We are looking for someone who is:

• Ambitious and target-driven.
• Professional and ethical.
• Confident in dealing with clients.
• Able to explain financial concepts clearly.
• Self-motivated and disciplined.
• Relationship-focused.
• Resilient and willing to grow.
• Passionate about financial planning and helping clients achieve their goals.

Application

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