Financial Advisor

Stonebridge HR Solutions; Centurion; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial consultancy in Centurion is seeking a motivated financial consultant to conduct client consultations, develop tailored financial solutions, and provide informed investment strategies. The ideal candidate must hold a relevant bachelor's degree and be bilingual in English and Afrikaans. Responsibilities also include risk analysis and educating clients on financial concepts. This role offers the opportunity to build strong client relationships and contribute to their financial success.

Qualifications

• Matric qualification required.
• Must have own reliable vehicle and laptop.
• Bilingual in English and Afrikaans.

Responsibilities

• Conduct client consultations to understand financial goals.
• Create tailored financial solutions for clients.
• Provide informed investment solutions.
• Identify and mitigate financial risks.
• Design retirement strategies for financial independence.
• Implement tax-efficient financial strategies.
• Assist with estate structuring and drafting wills.
• Offer business assurance financial solutions.
• Stay updated on financial market trends.
• Educate clients on financial concepts.

Skills

Sales/key accounts/customer relations/marketing experience

Interpersonal skills

Competitive and resilient attitude

Ethical mindset

Entrepreneurial spirit

Education

Bachelors degree (BCom, BA, LLB, or related)

Job description

Requirements:

• Matric.
• Own reliable vehicle and laptop.
• Bachelors degree (BCom, BA, LLB, or related degree)
• Must be bilingual English and Afrikaans

Skills:

• Experience in sales/key accounts/customer relations/marketing/business development.
• Good interpersonal skills and ability to build and maintain quality client relationships.
• Resilient, competitive, ambitious, confident, positive attitude and entrepreneurial spirit.
• Ethical mindset, strong value system, and team-orientated.
• Sales / Retail / Business Development experience

Responsibilities:

Below is a basic description of your day-to-day duties, because each new employee has a different level of industry experience or qualification the below might not be the exact duties when you start and you might have to start within the training -phase but all will be discussed if you are invited for an interview.

• Client Consultation & Relationship Management: Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and current financial situation.
• Developing Financial Solutions: Create tailored financial solutions addressing wealth creation, debt management, and protection strategies.
• Investments (Local and Offshore): Provide informed and strategic investment solutions, considering clients' risk tolerance, investment horizon, and financial objectives.
• Risk Analysis: Identify and mitigate financial risks and propose risk management strategies, including insurance and diversification, to safeguard clients' financial security.
• Retirement Planning: Design strategies to ensure financial independence during retirement.
• Tax Strategies: Implement tax-efficient strategies to optimize clients financial situation and minimize tax liabilities.
• Estate Planning: Assist with estate structuring and drafting wills to ensure seamless asset transfer.
• Business Assurance: Offer financial solutions for business stability, including succession planning, risk management, and fringe benefits. As well as enhance profitability by creating a tailored framework for managing finances effectively.
• Financial Markets & Personal Branding: Stay updated on financial market trends and create/maintain a professional personal brand.
• Client Education: Simplify financial concepts to empower clients to make informed decisions.

Please note only shortlisted candidates will be contacted. If you have not heard from us in 2 weeks, please consider your application unsuccessful.