Senior Financial Adviser - Insurance Advisor

Talent Recruitment Specialists; Johannesburg; On-site; ZAR 240,000 - 480,000; Full time

Job summary

Talent Recruitment Specialists seeks a dedicated Financial Advisor to deliver holistic financial planning for clients in Johannesburg and surrounding regions. You will assess goals, risk tolerance, investments, and retirement needs, and develop tailored plans.

Day-to-day duties include client meetings, analyses, reports, staying compliant with regulations, and collaborating with internal teams to ensure high-quality service.

Qualifications

• Provides comprehensive financial planning including goals and risk assessment.
• Develops tailored financial plans and recommends holistic products and solutions.
• Maintains client records and stays up-to-date with financial regulations and market trends.

Responsibilities

• Provide comprehensive financial planning, including assessing financial goals and risk, investment and retirement needs.
• Develop tailored financial plans and recommend holistic risk, investment and retirement products.
• Conduct client meetings, analyse investment risk and retirement options, and prepare needs analyses and reports.
• Stay current with regulations and market trends, maintain accurate records, and collaborate with internal teams for client service quality.

Skills

Financial planning

Risk assessment

Investment advice

Retirement planning

Job description

Company Description

Talent Recruitment Specialists is a professional recruitment firm focused on connecting skilled financial professionals with reputable organizations in the financial services industry. The company emphasizes ethical hiring practices, long-term career growth, and strong client relationships more specific on Financial Advisers. Talent Recruitment Specialists has 17 years' experience in Financial Advisory environment and works closely with employers to understand their business needs and with candidates to align roles with their expertise and aspirations and a fitting culture. The firm values integrity, transparency, and service excellence in every placement.

Role Description

This is a full-time, on-site Financial Advisor role based in the City of Johannesburg and Northern Cape opportunities. The Financial Advisor will provide comprehensive financial planning, including assessing financial goals and risk, investment, and retirement needs, developing tailored financial plans, and recommending holistic risk, investment and retirement products and solutions. Day-to-day responsibilities include conducting client meetings, analysing investment risk and retirement options, preparing financial needs analysis and reports and monitoring client's holistic profiles. The role also involves staying current with financial regulations and market trends, maintaining accurate records, and collaborating with internal teams to ensure high-quality client services.