Financial Advisor

Old Mutual South Africa; Klerksdorp; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A financial services company in Klerksdorp is seeking a Financial Planner to deliver personalized investment solutions for clients. The ideal candidate will provide financial planning support, cultivate relationships with clients, and ensure the accuracy of financial plans. Qualifications include a degree in Finance, industry experience, and relevant certifications. Strong interpersonal skills are essential for success in this role.

Qualifications

• Minimum of 2 years' experience in the financial industry.
• Must hold RE 5 and COB qualifications.

Responsibilities

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

Skills

Client relationship cultivation

Financial planning

Investment business understanding

Interpersonal skills

Education

Qualification in Finance or related field

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

• Qualification in Finance or related field
• 2+ years' of industry experience
• RE 5
• COB
• Strong understanding of the investment business
• Excellent interpersonal skills