Financial Advisor

findojobs-za; Gauteng; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A leading company is seeking a Financial Advisor to join their dynamic sales team. The role focuses on servicing existing clients, conducting financial analysis, and providing tailored advice on products and benefits. Ideal candidates will have a wealth management qualification and strong service-oriented skills.

Qualifications

• At least 2 years' experience as a Financial Advisor.

Responsibilities

• Conducting in-depth reviews of clients' financial goals.
• Performing financial needs analysis and preparing proposals.
• Reviewing client policies regularly for necessary adjustments.

Skills

Service-oriented mindset

Planning skills

Organizational skills

Education

Wealth management qualification

Job description

Discovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

Key Purpose of the role

The role involves policy and benefit reviews to identify client needs. The Financial Advisor will ensure that clients are always aware of product enhancements that may benefit their existing or new needs. The Financial Advisor will conduct financial needs analysis and assess risk appetite before recommending changes to their existing product structure or fund portfolios.

Job Category

We are looking for a suitably experienced individual to become part of our vibrant and dynamic sales team. This person will consult with existing Discovery Life, Invest, and Insure clients to offer specialist advice on their current products, benefits, and fund selection. This role focuses on ongoing servicing of existing clients and is remunerated on a non-commission basis.

Key Responsibilities

Your tasks will typically involve:

1. Conducting in-depth reviews of clients' financial goals, including risk protection and wealth creation.
2. Performing financial needs analysis and preparing suitable proposals to meet individual client requirements.
3. Providing clients with information on new and existing products, benefits, and services.
4. Assisting clients in making informed decisions.
5. Reviewing and responding to clients' changing needs and financial circumstances.
6. Contacting clients with updates on new financial products or legislative changes affecting their savings and investments.
7. Reviewing client policies regularly to determine if adjustments are necessary due to personal or financial changes.

Personal Attributes and Skills

• Service-oriented mindset is critical.
• Strong planning and organizational skills.

Qualifications and Experience

Minimum:

• Wealth management qualification with at least credits.
• At least 2 years' experience as a Financial Advisor.

Beneficial:

• Understanding of Financial Planning.
• Knowledge of insurance (short-term, health, risk, and investment industry).

Employment Equity

The company's approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.