Financial Advisor

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

Job summary

A leading financial services company is seeking an experienced Financial Advisor in Johannesburg to provide clients with expert advice and manage financial plans. The role offers hybrid working flexibility, the opportunity to grow a client portfolio, and requires specific qualifications and a minimum of two years’ experience in financial planning. Join a dynamic team dedicated to providing top-notch financial services.

Benefits

Commission-based earning potential

Flexibility for home working

Career advancement opportunities

Qualifications

• Minimum 2 years of financial planning experience.
• Existing first appointment date as representative with FSCA required.
• Industry-approved qualification needed.

Responsibilities

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

Skills

Financial Planning expertise

Proficiency in finance and investment

Analytical skills

Interpersonal skills

Problem-solving abilities

Team collaboration

Education

Bachelor's degree or diploma in finance or related field

Job description

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