Financial Advisor

Scholtz Partners International (Pty) Ltd; City of Johannesburg Metropolitan Municipality; Hybrid; ZAR 200 000 - 300 000; Full time

Job summary

A financial services company in Johannesburg is seeking an experienced Financial Advisor to provide expert financial advice and planning. The role includes creating comprehensive financial plans and offering investment guidance, with opportunities for career advancement in a hybrid working model. Ideal candidates will have at least 2 years of experience and relevant qualifications.

Benefits

Commission-based earning potential

Hybrid working model with flexibility for home working

Opportunity to build and grow your client portfolio

Career advancement in financial services

Qualifications

• Minimum 2 years of financial planning at a registered financial service provider.
• Existing date of first appointment as representative with FSCA.

Responsibilities

• Provide clients with expert financial advice and planning.
• Create and manage comprehensive financial plans.
• Guide clients through investment options and strategies.
• Perform detailed risk assessments.
• Develop retirement planning strategies.
• Review and optimize client portfolios for asset growth.
• Conduct market research and financial analysis.
• Stay current with financial trends and legislation.
• Build and maintain strong client relationships.

Skills

Financial Planning and retirement planning expertise

Proficiency in finance, investment, and long-term risk insurance

Strong analytical and problem-solving abilities

Excellent interpersonal and communication skills

Ability to work independently and as part of a team

Experience in financial services or related fields

Education

Bachelor's degree or diploma in finance, economics, risk management, business, insurance, or related field

Industry-approved qualification

Job description

Financial Advisor

Our client is seeking an experienced Financial Advisor to join their team in Johannesburg!

What we offer

• Commission-based earning potential
• Location: South of Johannesburg
• Hybrid working model with flexibility for home working
• Opportunity to build and grow your client portfolio
• Career advancement in financial services

What You’ll Do

• Provide clients with expert financial advice and planning
• Create and manage comprehensive financial plans
• Guide clients through investment options and strategies
• Perform detailed risk assessments
• Develop retirement planning strategies
• Review and optimize client portfolios for asset growth
• Conduct market research and financial analysis
• Stay current with financial trends and legislation
• Build and maintain strong client relationships

Essential Requirements

• Minimum 2 years of financial planning at a registered financial service provider
• Existing date of first appointment as representative with FSCA
• Bachelor's degree or diploma in finance, economics, risk management, business, insurance, or related field
• Industry-approved qualification

Core Skills Required

• Financial Planning and retirement planning expertise
• Proficiency in finance, investment, and long-term risk insurance
• Strong analytical and problem-solving abilities
• Excellent interpersonal and communication skills
• Ability to work independently and as part of a team
• Experience in financial services or related fields