Financial Advisor

Absa Group; Durban; On-site; ZAR 400,000 - 600,000; Full time

Job summary

A leading financial services group seeks a Financial Advisor in Durban to provide expert financial planning and advisory services. You will develop financial strategies focused on investments and retirement, ensuring compliance with regulations, while leveraging a strong analytical skill set and effective client communication. Applicants must have a relevant degree and at least 2 years of experience in the industry.

Qualifications

• Min 2 years industry experience required.
• Knowledge of Finance and Investments essential.
• Experience in Retirement Planning necessary.

Responsibilities

• Provide expert financial planning advice to clients.
• Develop financial plans and monitor financial portfolios.
• Advise clients on financial regulations and market trends.

Skills

Financial Planning

Analytical skills

Communication

Interpersonal skills

Problem-solving

Education

Bachelor's degree in Finance

Bachelor's degree in Economics

CFP Certification

Job description

Company Description

Absa Group Limited (Absa) is an innovative and growth-oriented financial services group with a strong presence across the African continent and beyond. Inspired by the diverse communities it serves, Absa operates in Botswana, Ghana, Kenya, Mauritius, Mozambique, Seychelles, South Africa, Tanzania, Uganda, and Zambia. Additionally, Absa has representative offices and entities in China, Namibia, Nigeria, the United Kingdom, and the United States, and technology support teams in the Czech Republic. We are committed to forging new paths and driving growth through bravery and passion.

Role Description

This is a full-time, on-site role for a Financial Advisor based in Durban. The Financial Advisor will provide clients with expert financial planning advice, focusing on investments, retirement planning, and comprehensive financial strategies. Daily tasks include developing financial plans, monitoring financial portfolios, advising clients on financial matters, and maintaining up-to-date knowledge of financial regulations and market trends.

Qualifications

• Expertise in Financial Planning and Financial Advisory skills
• Knowledge of Finance and Investments
• Experience in Retirement Planning
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work effectively on-site in Durban
• Bachelor's degree in Finance, Economics, or related field
• Professional certifications such as CFP (Certified Financial Planner) are beneficial
• RE 5
• Min 2 years industry experience a must