Financial Advisor

Everest Wealth; Benoni; On-site; ZAR 600,000 - 800,000; Full time

Job summary

A financial services firm in Gauteng is seeking an experienced financial planner to deliver personalized investment solutions. The ideal candidate will have over 5 years of industry experience, a Bachelor's degree in Finance, and excellent interpersonal skills. Responsibilities include providing financial planning support, preparing financial plans, and fostering client relationships in a dynamic environment.

Qualifications

• 5+ years' of industry experience.
• Strong understanding of the investment business.
• Excellent interpersonal skills.

Responsibilities

• Provide financial planning support to clients.
• Support investment professionals to cultivate client relationships.
• Prepare financial plans and check their accuracy.

Skills

Financial planning

Client relationship management

Attention to detail

Education

Bachelor's degree in Finance or related field

Job description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications

• Bachelor's degree in Finance or related field
• 5+ years' of industry experience
• Strong understanding of the investment business
• Excellent interpersonal skills