Senior Financial Advisor

StratPoint Financial Advisor Services; Durban; Hybrid; ZAR 500,000 - 800,000; Full time

Job summary

A leading company in financial services seeks a Senior Financial Advisor to provide expert financial planning and advisory services. This full-time hybrid role, based in Durban, involves working closely with clients to deliver tailored financial solutions and advice. Ideal candidates possess strong finance expertise along with relevant qualifications, enhancing their capability to make impactful contributions.

Qualifications

• Strong experience in financial planning and investment advice.
• Ability to work independently and collaboratively.
• Relevant qualifications like RE5, CFP, CFA are advantageous.

Responsibilities

• Responsible for comprehensive financial planning and advisory services.
• Engage with clients to identify their financial needs and provide solutions.
• Monitor investments and adjust strategies as necessary.

Skills

Financial Planning

Retirement Planning

Finance

Investments

Analytical Skills

Problem Solving

Communication

Interpersonal Skills

Teamwork

Education

Bachelor's degree in Finance

Qualifications RE5

Certifications CFP

Certifications CFA

Job description

Company Description

StratPoint Financial Advisor Services is a boutique, independent financial services business focused on providing hand-picked financial solutions for clients. The company values mentorship, partnership, and inclusivity to build meaningful relationships and better the lives and skills of its advisors. With a commitment to transparency and sharing, we aim to create a positive impact through multiple income streams.

Role Description

This is a full-time hybrid role for a Senior Financial Advisor at StratPoint Financial Advisor Services. The Senior Financial Advisor will be responsible for financial planning, finance, retirement planning, investments, and providing financial advisory services. While the role is primarily located in Durban, remote work is acceptable.

Qualifications

• Financial Planning and Retirement Planning skills
• Finance and Investments expertise
• Experience in providing Financial Advisory services
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and in a team
• Qualifications such as RE5 and COB's are essential
• Certifications such as CFP or CFA are a plus
• Bachelor's degree in Finance, Economics, Business, or related field