Financial Advisor

Oasis Crescent; Wes-Kaap; On-site; ZAR 300 000 - 700 000; Full time

Job summary

An established industry player is seeking a qualified Financial Advisor to join their dynamic team. This role involves providing comprehensive financial planning and advisory services, developing personalized investment strategies, and maintaining strong client relationships. The ideal candidate will possess a Bachelor's degree, relevant certifications, and a commitment to client-centric service. Join a supportive work environment that values professional development and offers access to a comprehensive suite of financial products. If you are passionate about helping clients achieve their financial goals, this opportunity is perfect for you.

Benefits

Competitive salary

Professional development and ongoing training opportunities

Supportive work environment

Access to a comprehensive suite of financial products and services

Qualifications

• Minimum 3 years' experience in financial planning and advisory services.
• Strong understanding of investment products and financial markets.

Responsibilities

• Provide comprehensive financial planning and advisory services to clients.
• Develop personalized investment strategies aligned with clients' goals.

Skills

Financial Planning Expertise

Investment Knowledge

Client Relationship Management

Analytical Skills

Regulatory Compliance

Communication Skills

Sales and Networking

Time Management

Education

Bachelor’s degree in finance, accounting, business or related field

RE5 certification

Certified Financial Planner (CFP) designation

Job description

Job Title: Financial Advisor

Locations: Gauteng, Cape Town & Durban (On-site)

Company Overview:

We are a leading investment company committed to delivering exceptional financial solutions to our clients. Our team of professionals is dedicated to providing personalized advice and comprehensive investment strategies.

Position Overview:

We are seeking a qualified and experienced Financial Advisor to join our dynamic team. The ideal candidate will have a strong background in financial planning, possess the necessary certifications, and demonstrate a commitment to client-centric service.

Key Responsibilities:

• Provide comprehensive financial planning and advisory services to clients.
• Develop and implement personalized investment strategies aligned with clients' financial goals.
• Maintain and grow a client portfolio through proactive relationship management.
• Stay abreast of industry trends, regulatory changes, and investment opportunities.
• Collaborate with internal teams to deliver holistic financial solutions.

Qualifications:

• Bachelor’s degree in finance, accounting, business or related field.
• RE5 certification.
• Certified Financial Planner (CFP) designation.

Experience:

• Minimum of 3 years' experience in financial planning and advisory services.
• Strong understanding of investment products, financial markets, and regulatory frameworks.
• Excellent communication and interpersonal skills.
• Proven ability to build and maintain client relationships.
• Self-motivated with a results-driven approach.

Skills Required:

• Financial Planning Expertise: Ability to develop detailed financial plans and strategies, incorporating investment management, tax planning, retirement planning, estate planning, and risk management.
• Investment Knowledge: In-depth knowledge of various financial products, including equities, fixed income, mutual funds, retirement products, and alternative investments.
• Client Relationship Management: Skilled in establishing trust and long-term relationships with clients, understanding their needs, and delivering appropriate solutions.
• Analytical Skills: Strong ability to analyze financial data, assess investment opportunities, and make informed recommendations.
• Regulatory Compliance: Understanding of local financial regulations and compliance requirements, including FSB regulations and industry standards.
• Communication Skills: Excellent verbal and written communication skills, with the ability to explain complex financial concepts to clients in a clear and approachable manner.
• Sales and Networking: Ability to prospect new clients and build a solid network, driving business growth.
• Time Management: Strong organizational skills with the ability to manage multiple clients, tasks, and deadlines effectively.

Competencies:

• Client-Centric Approach: A deep commitment to understanding and meeting client needs while delivering excellent service.
• Ethical Integrity: Demonstrates high levels of professionalism and integrity in dealing with clients and colleagues.
• Problem-Solving: Ability to identify client challenges and provide tailored solutions to meet their financial goals.
• Resilience: Ability to handle rejection and manage setbacks while maintaining a positive and proactive attitude.
• Team Collaboration: Works effectively with internal teams, sharing knowledge and resources to deliver integrated solutions.
• Continuous Learning: Commitment to ongoing personal and professional development to stay ahead of industry trends and regulations.

Benefits:

• Competitive salary.
• Professional development and ongoing training opportunities.
• Supportive work environment.
• Access to a comprehensive suite of financial products and services.

Application Process:

Interested candidates are invited to submit their CV, along with a cover letter detailing their relevant experience, certifications, qualifications, and a copy of your ID, to [e-mail] by 31 March 2025.

We are an equal-opportunity employer and welcome applications from all qualified individuals. Only shortlisted candidates will be contacted for interviews.

If you are not contacted within two months from the closing date of this advertisement, please accept that your application was unsuccessful.