Financial Advisor

Scholtz Partners International; Gauteng; Hybrid; ZAR 300 000 - 500 000; Full time

Job summary

A financial services provider in Johannesburg is seeking an experienced Financial Advisor to provide expert financial advice and planning. You will create comprehensive financial plans, guide clients through investment strategies, and maintain strong client relationships. The ideal candidate will have 2+ years of experience and a relevant degree. This position offers commission-based earning potential and a hybrid working model.

Benefits

Commission-based earning potential

Hybrid working model with flexibility for home working

Career advancement in financial services

Qualifications

• Minimum 2 years of financial planning experience 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 optimise client portfolios for asset growth.
• Conduct market research and financial analysis.
• 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

Overview

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 optimise client portfolios for asset growth
• Conduct market research and financial analysisStay current with financial trends and legislation
• Build and maintain strong client relationships

Essential Requirements

• Minimum 2 years of financial planning experience 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