Independent Advisor

LifeWise; Johannesburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading advisory company in Johannesburg is seeking an Independent Advisor to provide expert financial guidance tailored to clients' needs. You'll engage in consultations, analyze client goals, and develop personalized financial strategies. The role demands strong financial planning skills and the ability to build lasting client relationships. This position is on-site, requiring you to work independently and efficiently. Previous experience in advisory roles or financial services is highly desirable.

Qualifications

• Strong knowledge of financial planning and strategy development.
• Experience in relationship building and consultative sales.
• Ability to work independently in an on-site environment.

Responsibilities

• Provide expert guidance to clients based on their financial needs.
• Conduct consultations and analyze client goals.
• Prepare financial strategies and deliver personalized advice.

Skills

Financial planning

Customer communication

Analytical skills

Problem-solving

Time management

Job description

Company Description

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Role Description

The Independent Advisor will be responsible for providing expert guidance and building strong relationships with clients by understanding their financial needs and presenting tailored solutions. Key tasks include conducting consultations, analyzing client goals, preparing financial strategies, and delivering personalized advice to empower informed decisions. This is a contract position located on‑site in Johannesburg, CA.

Qualifications

• Strong knowledge of financial planning, analysis, and strategy development
• Experience in customer communication, relationship building, and consultative sales
• Proficiency in research, data interpretation, and analytical skills
• Problem‑solving, decision‑making, and strategic thinking abilities
• Attention to detail and proficiency in record‑keeping
• Ability to work independently and manage time effectively in an on‑site environment
• Previous experience in advisory roles or financial services is highly desirable