Expert Financial Advisor

IWCP : Insurance & Wealth Creation Professionals; Johannesburg; On-site; ZAR 30 000 - 70 000; Full time

Job summary

An established industry player is looking for a knowledgeable Financial Advisor to join their dynamic team. This role involves providing personalized financial advice, developing customized financial plans, and guiding clients on investments, insurance, tax strategies, and retirement planning. You will build strong relationships with clients, analyze their financial data, and recommend suitable investment products and risk management solutions. This is a fantastic opportunity to make a meaningful impact on clients' financial futures while staying updated on market trends and regulations.

Qualifications

• 2+ years of experience as a Financial Advisor or similar role.
• Strong knowledge of investment products and financial regulations.

Responsibilities

• Build and maintain strong relationships with clients to understand their financial needs.
• Analyze financial data and develop strategies to help clients achieve their objectives.

Skills

Analytical Skills

Interpersonal Skills

Communication Skills

Financial Planning

Investment Knowledge

Client Relationship Management

Education

Bachelor's degree in Finance

Master’s degree or professional certifications

Tools

Financial Planning Software

Job description

Job title : Expert Financial Advisor

Job Location : Gauteng, Johannesburg Deadline : June 05, 2025

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Job Summary

We are seeking a knowledgeable and client-focused Financial Advisor to join our team. The ideal candidate will provide personalized financial advice to help clients achieve their long-term financial goals. You will be responsible for assessing client needs, developing customized financial plans, and offering guidance on investments, insurance, tax strategies, and retirement planning.

Key Responsibilities

1. Build and maintain strong relationships with clients to understand their financial needs and goals.
2. Analyze financial data and develop strategies to help clients achieve their objectives.
3. Recommend investment products, savings strategies, and risk management solutions.
4. Monitor clients' financial portfolios and make necessary adjustments.
5. Stay updated with financial regulations, market trends, and economic forecasts.
6. Educate clients on the benefits and risks of different financial strategies.
7. Maintain compliance with all industry regulations and internal policies.

Requirements

1. Bachelor's degree in Finance, Accounting, LLB, Economics, or a related field (Master’s degree or professional certifications preferred).
2. At least 2 years proven experience as a Financial Advisor or similar role.
3. Relevant certifications such as CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or equivalent.
4. Strong knowledge of investment products, financial planning, and tax regulations.
5. Excellent analytical, interpersonal, and communication skills.
6. Ability to build trust and maintain long-term client relationships.
7. Proficiency in financial planning software and tools.

Preferred Qualifications

• Experience in a financial institution or wealth management firm.
• Understanding of estate planning and insurance products.
• Bilingual or multilingual abilities are a plus.