Financial Advisor

Tescon Financial Advisors; Durban; Hybrid; ZAR 300,000 - 600,000; Full time

Job summary

A leading financial services company in Durban is seeking a dedicated Financial Advisor to join their team. The role involves providing tailored financial advice, managing client investments, and staying abreast of market trends and regulations. Candidates should have a relevant Bachelor's degree, strong analytical skills, and at least one year of experience in finance.

Qualifications

• Minimum of 1 year experience in financial advising.
• Possession of relevant certifications such as CFP is advantageous.
• Ability to work independently and in a hybrid team.

Responsibilities

• Provide financial advice and develop financial plans for clients.
• Conduct client meetings and analyze financial data.
• Stay updated on financial regulations and market trends.

Skills

Financial Planning

Retirement Planning

Financial Advisory

Investment Knowledge

Analytical Skills

Problem Solving

Interpersonal Skills

Communication Skills

Education

Bachelor's degree in Finance, Economics, or a related field

Job description

Company Description

Tescon Financial Advisors is a juristic representative of Discovery Life Limited. Discovery Life Limited is a registered long-term insurer and an authorized financial services provider. Tescon Financial Advisors offers a range of financial services and products. The company is dedicated to providing clients with tailored financial solutions to help them achieve their financial goals.

Role Description

This is a full-time hybrid role for a Financial Advisor, based in Durban with opportunities to work from JHB and CT. The Financial Advisor will be responsible for providing financial advice to clients, developing and implementing financial plans, and managing client investments. Day-to-day tasks include conducting client meetings, analyzing financial data, creating retirement plans, and offering investment recommendations. The role requires staying up-to-date with financial regulations and market trends to deliver the best advice to clients.

Qualifications

• Financial Planning, Retirement Planning, and Financial Advisory skills
• Experience and knowledge in Investments and Finance
• Excellent analytical and problem-solving abilities
• Strong interpersonal and communication skills
• Ability to work both independently and as part of a team in a hybrid setting
• Bachelor's degree in Finance, Economics, or a related field
• Relevant certifications such as CFP (Certified Financial Planner) are advantageous
• Minimum of 1 year experience.