Financial Advisor

Our Client is currently recruiting for Financial Advisors to join their franchise.

The Financial Advisor will provide clients with expert advice on how to manage their finances and achieve their financial goals. This role involves assessing clients financial needs developing customized financial plans and offering investment and insurance options. The ideal candidate will possess strong analytical skills excellent communication abilities and a deep understanding of financial markets and products.

Key Responsibilities Include:

1. Client Relationship Management:
   • Build and maintain strong relationships with clients.
   • Conduct regular meetings with clients to review their financial status and progress.
   • Provide ongoing support and advice to clients regarding financial planning and investment decisions.
2. Financial Planning and Advice:
   • Assess clients financial goals risk tolerance and current financial situation.
   • Develop comprehensive financial plans tailored to clients needs.
   • Offer advice on a wide range of financial products including investments insurance retirement plans and estate planning.
3. Investment Management:
   • Create and manage investment portfolios for clients.
   • Monitor market trends and economic conditions to make informed investment recommendations.
   • Conduct regular reviews of clients investment portfolios to ensure alignment with their financial goals.
4. Compliance and Documentation:
   • Ensure compliance with regulatory requirements and company policies.
   • Maintain accurate and uptodate client records and documentation.
   • Prepare and present financial reports and documentation to clients.
5. Business Development:
   • Identify and pursue new business opportunities.
   • Participate in networking events and build a referral network.
   • Promote the companys financial services to potential clients.

Qualifications:

• Bachelors degree in Finance Economics Business or a related field.
• Professional certification
• 2 Years Proven experience as a Financial Advisor or in a similar role.
• Matric Certified Copy
• NQF 5 Qualification(s) Certified Copy FSCA Accredited
• DOFA Statement
• ID Certified Copy
• CPD 18 points (if available)
• COB All Categories and Subcategories
• IRP5

Remote Work :

No