AIFA Licensed Financial Adviser — Wealth & Insurance

Absa Group; Vryburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services firm in Vryburg is seeking a licensed financial adviser to conduct Financial Needs Analyses for clients and provide tailored investment and insurance recommendations. This role involves building professional relationships with various stakeholders, meeting sales targets, and ensuring compliance with financial regulations. The ideal candidate will have experience in financial advisory services and strong interpersonal skills to thrive in a dynamic environment.

Qualifications

• Experience as a licensed financial adviser.
• Ability to conduct comprehensive financial analyses.
• Strong networking and relationship management skills.

Responsibilities

• Conduct financial needs analyses for clients to recommend solutions.
• Maintain relationships with clients and stakeholders.
• Meet sales and growth targets while ensuring compliance.

Skills

Financial Needs Analysis

Relationship building

Sales skills

Compliance knowledge

Education

Relevant financial qualifications

Job description

A leading financial services firm in Vryburg is seeking a licensed financial adviser to conduct Financial Needs Analyses for clients and provide tailored investment and insurance recommendations. This role involves building professional relationships with various stakeholders, meeting sales targets, and ensuring compliance with financial regulations. The ideal candidate will have experience in financial advisory services and strong interpersonal skills to thrive in a dynamic environment.