Financial Advisor

Discovery Limited; Sandton; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player is seeking a dynamic Financial Advisor to join their vibrant sales team. This role focuses on consulting with clients to offer specialist advice on their financial products and benefits. The ideal candidate will conduct thorough financial needs analyses, design tailored financial strategies, and ensure clients are informed about product enhancements. With a strong emphasis on customer service and proactive engagement, this position offers a unique opportunity to make a meaningful impact on clients’ financial well-being in a supportive and innovative environment.

Qualifications

• Minimum 2 years’ experience as a Financial Advisor.
• Understanding of Financial Planning is beneficial.

Responsibilities

• Conduct in-depth reviews of clients' financial goals.
• Prepare proposals best suited to meet individual clients' requirements.
• Provide clients with information on new and existing products.

Skills

Customer Focus

Networking Skills

Proactive Engagement

Planning and Organisational Skills

Education

Wealth Management Qualification (120 credits)

RE5 Qualification

Job description

About Discovery

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 need. The Financial Advisor will always conduct financial needs analysis and or assess risk appetite before recommending changes to their existing product structure and or fund portfolios.

Job Category

We are looking for a suitably experiencedFinancial Advisorto become part of our vibrant and dynamic sales team. This individual will consult with existing Discovery Life, Invest and Insure clients to offer them specialist advice on their current products, benefits and or fund selection. This role drives ongoing servicing of existing clients and as such is remunerated on a non-commissionable basis.

Key Responsibilities

Your tasks will typically involve:

• conducting in-depth reviews of clients' financial goals, from risk protection to wealth creation
• conducting a financial needs analysis and preparing proposals best suited to meet individual clients' requirements
• providing clients with information on new and existing products, benefits and services
• designing financial strategies
• assisting clients to make informed decisions
• reviewing and responding to clients changing needs and financial circumstances
• contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
• Review client policies regularly to determine if adjustments are needed because of personal or financial changes

Personal Attributes and skills:

• Strong Customer focus
• Networking skills
• Proactive engagement
• Service orientated mind-set is critical
• Strong Planning and organisational skills

Qualifications and Experience:

Minimum

• Wealth management qualification with at least 120 credits
• RE5 qualification
• At a minimum 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.