Financial Advisor: Client Planning & Growth (Remote)

3Rc (Pty) Ltd; Gauteng; Remote; ZAR 300 000 - 500 000; Full time

Job summary

A financial services company in South Africa is seeking experienced Financial Advisors to provide tailored financial solutions to clients. Ideal candidates will have strong analytical skills, relevant qualifications, and a customer-focused approach. This role offers opportunities for growth and requires compliance with industry regulations. Positions are available nationally, including remote locations.

Qualifications

• Must have at least 3 years of experience as a financial advisor or in a related role.
• Strong understanding of financial products and investment vehicles required.
• Adaptability and commitment to ongoing professional development expected.

Responsibilities

• Provide comprehensive financial advice on investments and retirement.
• Develop customized financial plans based on client needs.
• Source new business opportunities and build client relationships.
• Ensure compliance with regulatory requirements.
• Stay updated with financial market trends and prepare reports.

Skills

Customer-focused approach

Strong analytical skills

Interpersonal skills

Communication skills

Relationship-building skills

Proficiency in financial planning tools

Education

RE5 qualification

NQF Level 5 in finance, insurance, economics, or legal studies

Degree in Economics or Law

Tools

MS Office

Job description

A financial services company in South Africa is seeking experienced Financial Advisors to provide tailored financial solutions to clients. Ideal candidates will have strong analytical skills, relevant qualifications, and a customer-focused approach. This role offers opportunities for growth and requires compliance with industry regulations. Positions are available nationally, including remote locations.