Client-Focused Financial Advisor

Pivot Services; Durban; On-site; ZAR 240,000 - 600,000; Full time

Job summary

Pivot Services is seeking a client-focused Financial Advisor to join their East London practice in the Eastern Cape. You will build and maintain client relationships while delivering comprehensive financial planning services, including investments, retirement planning, and insurance solutions.

The role emphasizes personalized strategies to help individuals and families achieve financial goals, with guidance across Investments, retirement, and insurance products.

Qualifications

• Conduct comprehensive financial needs analyses for clients.
• Develop personalized financial plans covering investments, retirement, insurance, and estate planning.
• Recommend suitable financial products and services based on client objectives.
• Monitor client portfolios and market trends, providing ongoing advice and adjustments.
• Build and nurture long‑term relationships with clients through regular communication and exceptional service.
• Stay informed about financial regulations, market developments, and new financial products.

Responsibilities

• Conduct comprehensive financial needs analyses for clients.
• Develop personalized financial plans covering investments, retirement, insurance, and estate planning.
• Recommend suitable financial products and services based on client objectives.
• Monitor client portfolios and market trends, providing ongoing advice and adjustments.
• Build and nurture long‑term relationships with clients through regular communication and exceptional service.
• Stay informed about financial regulations, market developments, and new financial products.

Job description

Our client is looking for a client-focused and knowledgeable Financial Advisor to join their growing practice in East London . This role involves building and maintaining client relationships by providing comprehensive financial planning services, including investment advice, retirement planning, and insurance solutions. You will play a vital role in helping individuals and families achieve their financial goals through personalized strategies and expert guidance in the Eastern Cape . This is an excellent opportunity for a motivated professional to build a rewarding career in financial services.

About the Role

Our client is looking for a client-focused and knowledgeable Financial Advisor to join their growing practice in East London . This role involves building and maintaining client relationships by providing comprehensive financial planning services, including investment advice, retirement planning, and insurance solutions. You will play a vital role in helping individuals and families achieve their financial goals through personalized strategies and expert guidance in the Eastern Cape . This is an excellent opportunity for a motivated professional to build a rewarding career in financial services.

Key Responsibilities

• Conduct comprehensive financial needs analyses for clients.
• Develop personalized financial plans covering investments, retirement, insurance, and estate planning.
• Recommend suitable financial products and services based on client objectives.
• Monitor client portfolios and market trends, providing ongoing advice and adjustments.
• Build and nurture long‑term relationships with clients through regular communication and exceptional service.
• Stay informed about financial regulations, market developments, and new financial products.

Requirements

• Relevant qualifications and certifications (e.g., RE