Financial Advisor

Bowman Outsourcing; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services company in Cape Town is seeking a skilled Financial Advisor specializing in long-term insurance. The ideal candidate will have experience in financial needs analysis, develop personalized plans, and educate clients about various insurance products. Strong communication and client management skills are essential. Relevant qualifications in finance and CFP designation preferred, along with the necessary licensing.

Qualifications

• Proven experience as a Financial Advisor with a focus on long-term insurance products.
• Strong understanding of financial planning principles and practices.
• Registered Financial Services Provider (FSP) license.

Responsibilities

• Conduct comprehensive financial needs analysis to understand clients' goals.
• Develop personalized financial plans based on client needs.
• Educate clients on various insurance options.

Skills

Financial needs analysis

Client relationship management

Communication skills

Education

Bachelor's degree in Finance, Economics, Business Administration

Certified Financial Planner (CFP) designation

Job description

Job Title : Financial Advisor - Long-Term Insurance Location : Cape Town, South Africa

Job Description : We are seeking a skilled and motivated Financial Advisor specializing in long-term insurance to join our team in Cape Town.

Key Responsibilities

• Conduct comprehensive financial needs analysis to understand clients' goals and objectives.
• Develop personalized financial plans and recommend suitable long-term insurance products based on client needs.
• Educate clients on the benefits and features of various insurance options, including life insurance, disability cover, and retirement annuities.
• Build and maintain strong client relationships through regular communication and proactive service.
• Stay updated on industry trends, regulations, and product changes to ensure accurate and informed client advice.
• Collaborate with other team members and departments to deliver integrated financial solutions.

Requirements

• Proven experience as a Financial Advisor or similar role, with a focus on long-term insurance products.
• In-depth knowledge of insurance products and services, particularly life insurance, disability cover, and retirement planning.
• Strong understanding of financial planning principles and practices.
• Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
• Relevant professional qualifications such as Certified Financial Planner (CFP) designation preferred.
• Registered Financial Services Provider (FSP) license in accordance with the Financial Advisory and Intermediary Services Act (FAIS) in South Africa.
• Bachelor's degree in Finance, Economics, Business Administration, or related field.