Financial Advisor

Goodwill Solutions; Benoni; Hybrid; ZAR 200,000 - 300,000; Full time

Job summary

A financial service provider in Benoni is seeking a Financial Advisor for a full-time hybrid role. The role involves providing expert financial planning, creating personalized retirement plans, and advising clients on investments. Ideal candidates should possess skills in financial planning and advisory, along with excellent communication abilities. Email your CV with certificates to apply.

Qualifications

• Excellent communication and interpersonal skills are essential.
• Knowledge of retirement planning and investments, including life insurance is required.
• Ability to work independently in a hybrid environment.

Responsibilities

• Provide clients with expert financial planning and advice.
• Create personalized retirement plans.
• Meet with clients and assess their financial needs.

Skills

Financial Planning

Financial Advisory

Finance

Communication

Interpersonal Skills

Education

RE5 and COB

Job description

Company Description

Goodwill Solutions is a licensed Financial Service Provider dedicated to offering top-notch service and advice to our customers. With a commitment to excellence, we strive to deliver exceptional financial guidance tailored to each client's needs. Our experienced professionals are passionate about helping clients achieve their financial goals.

Role Description

This is a full-time hybrid role for a Financial Advisor. The position is based in Benoni, with some work from home flexibility. The Financial Advisor will be responsible for providing clients with expert financial planning, creating personalized retirement plans, advising on investments, and offering comprehensive financial advisory services. Day-to-day tasks include meeting with clients, assessing their financial needs, developing strategies to improve their financial health, and staying updated on market trends and legislation.

Qualifications

• Financial Planning, Financial Advisory, and Finance skills
• Knowledge of Retirement Planning and Investments including life insurance
• Excellent communication and interpersonal skills
• Ability to work independently and in a hybrid environment
• RE5 and COB
  

Email your CV with certificates to [e-mail]