On-Site Financial Advisor: Wealth Planning & Client Growth

SureX Life; Bloemfontein; On-site; ZAR 300,000 - 420,000; Full time

Job summary

SureX Life is seeking a Financial Advisor in Bloemfontein to deliver personalized financial planning to individuals and businesses. You will meet clients on-site, analyze finances, and recommend investment and retirement solutions while reviewing portfolios.

You will prepare proposals, explain products, and maintain records to ensure regulatory compliance. Collaboration with internal teams and ongoing client support are key parts of the role.

Qualifications

• Demonstrated Financial Advisory experience with client-facing work and needs analysis.
• tertiary qualification in Finance, Economics, or Accounting; licenses/certifications are an advantage.
• Strong analytical, numerical and problem-solving skills, with regulatory/ethical awareness.
• Excellent communication and interpersonal skills for explaining financial concepts.
• Proven ability to build and maintain client relationships and manage multiple portfolios.

Responsibilities

• Meet clients on-site in Bloemfontein to assess financial needs.
• Analyze clients' financial situations and recommend investment/retirement solutions.
• Review existing portfolios to ensure alignment with life changes and market conditions.
• Prepare proposals and explain financial products to clients.
• Maintain accurate records and ensure regulatory/compliance adherence.
• Collaborate with internal teams on product updates and market trends.
• Build enduring client relationships through follow-up and ongoing support.

Skills

Financial advisory

Client-facing

Needs analysis

Regulatory awareness

Communication

Education

Finance/economics degree

Accounting degree

Job description

SureX Life is seeking a Financial Advisor in Bloemfontein to deliver personalized financial planning to individuals and businesses. You will meet clients on-site, analyze finances, and recommend investment and retirement solutions while reviewing portfolios.

You will prepare proposals, explain products, and maintain records to ensure regulatory compliance. Collaboration with internal teams and ongoing client support are key parts of the role.