Financial Advisor

Berghshire Wealth; Durban; On-site; ZAR 300,000 - 450,000; Full time

Job summary

A leading financial services company in Durban seeks a candidate to deliver personalized investment solutions, focusing on helping clients achieve long-term financial goals. The ideal individual will be responsible for providing financial planning support, cultivating client relationships, and ensuring the accuracy of financial plans. Candidates should hold RE5 and NQF5 qualifications with at least two years of industry experience.

Qualifications

• 2+ years of industry experience required.
• RE5 and NQF5 certifications necessary.
• Strong understanding of the insurance business is essential.

Responsibilities

• Provide financial planning support to clients.
• Support investment professionals in cultivating client relationships.
• Prepare financial plans and ensure their accuracy.

Skills

Interpersonal skills

Understanding of insurance business

Education

RE5

NQF5

Tools

Reliable motor vehicle

Job description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications

• RE5
• NQF5
• Reliable motor vehicle
• 2+ years' of industry experience
• Strong understanding of the insurance business
• Excellent interpersonal skills