Bespoke Wealth Planner & Financial Solutions Advisor

nedbank; Pietermaritzburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading South African financial institution is seeking a skilled financial advisor in Pietermaritzburg to provide financial expertise and wealth creation advice to clients. Responsibilities include analyzing financial statuses, suggesting strategies, and maintaining client relationships while ensuring compliance with regulations. Ideal candidates should possess essential qualifications and have relevant experience in sales. This role requires effective communication and strong analytical abilities.

Qualifications

• Essential qualifications include Matric and a diploma.
• FAIS Qualification is necessary.
• Minimum 1 year experience in a sales role is required.

Responsibilities

• Analyse clients’ financial statuses for bespoke financial planning.
• Suggest financial solutions and strategies for financial plans.
• Assist clients in implementing their plans and executing transactions.
• Regularly review client portfolios and adapt financial plans as needed.
• Maintain updated knowledge of relevant regulations and practices.

Skills

Financial analysis

Sales skills

Regulatory knowledge

Data analysis

Client relationship management

Communication

Education

Matric / Grade 12 / National Senior Certificate

Diploma

Job description

A leading South African financial institution is seeking a skilled financial advisor in Pietermaritzburg to provide financial expertise and wealth creation advice to clients. Responsibilities include analyzing financial statuses, suggesting strategies, and maintaining client relationships while ensuring compliance with regulations. Ideal candidates should possess essential qualifications and have relevant experience in sales. This role requires effective communication and strong analytical abilities.