Financial Adviser

Discovery Limited; Johannesburg; On-site; ZAR 250 000 - 350 000; Full time

Job summary

A leading financial services firm in Johannesburg is seeking a Financial Planner to support clients in achieving their financial goals. You will develop tailored strategies, provide investment guidance, and maintain long-term relationships with clients. The role requires a Bachelor's degree in Finance or Economics, and familiarity with financial products. Ideal candidates will possess strong analytical and communication skills, making a meaningful impact in clients' lives.

Qualifications

• Experience in financial planning or a similar role is preferred.
• Ability to assess client financial goals and develop strategies.
• Understanding of market trends and financial products.

Responsibilities

• Analyze financial information and prepare comprehensive financial plans.
• Provide expert guidance on investments, insurance, and retirement planning.
• Maintain long-term client relationships and conduct periodic reviews.

Skills

Financial Planning

Client Relationship Management

Analytical Skills

Knowledge of Insurance Products

Excellent Communication Skills

Team Collaboration

Education

Bachelor's degree in Finance, Economics, or a related field

Certified Financial Planner (CFP) designation

Job description

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Company Description

Discovery Limited is a globally recognized leader in healthcare, wellness, and financial services, dedicated to improving lives and fostering sustainable change.

Originating in South Africa, Discovery operates globally, including in the UK, Germany, the United States, and across Asia through its Vitality network.

Renowned for its innovation, Discovery's Vitality program incentivizes healthier lifestyles and promotes shared value initiatives.

With a core focus on leadership, honesty, innovation, and fairness, Discovery seeks to make a meaningful impact on individuals and communities worldwide.

As a force for social good, the company continues to set global benchmarks for excellence and shared value insurance.

Role Description

This is a full-time, on-site role for a Financial Planner based in the City of Johannesburg.

The Financial Planner will work closely with clients to assess their financial goals and needs, develop tailored financial strategies, and provide expert guidance on investments, insurance, and retirement planning.

Day-to-day tasks will include analyzing financial information, preparing comprehensive financial plans, and keeping up-to-date with financial laws, products, and market trends.

This role also requires maintaining long-term client relationships by offering ongoing support and periodic reviews of financial strategies to ensure they remain aligned with client objectives.

Qualifications

• Financial Planning, Wealth Management, Investment Strategies


• Client Relationship Management and Personalized Financial Advising


• Analytical Skills for Financial Data, Risk Assessment, and Compliance


• Knowledge of Insurance Products, Retirement Planning, and Market Trends


• Excellent Communication, Negotiation, and Presentation Skills


• Ability to work collaboratively in a dynamic team environment


• Bachelor's degree in Finance, Economics, or a related field


• Certified Financial Planner (CFP) designation or equivalent is an advantage


• Experience in financial planning or a similar role is preferred

Seniority Level: Entry level

Employment Type: Full-time

Job Function: Finance and Sales