Senior Financial Advisor — Build Tailored Financial Plans

3RC (Pty) Ltd; Midrand; Hybrid; ZAR 300,000 - 500,000; Full time

Job summary

A financial advisory firm is seeking qualified Financial Advisors in Gauteng. The role involves providing expert financial advice, developing tailored solutions, and ensuring compliance with regulations. Candidates must have a RE5 qualification, a minimum of 3 years' experience, and strong analytical and interpersonal skills. The position offers opportunities for growth and requires a commitment to professional development. This is a national position, suitable for candidates across various locations.

Qualifications

• Compulsory RE5 qualification required.
• NQF Level 5 in finance or related fields.
• 3+ years' experience as a financial advisor.

Responsibilities

• Provide comprehensive financial advice on various products.
• Develop customized financial plans based on client needs.
• Build long-term relationships with clients.

Skills

Financial advisory

Interpersonal skills

Analytical skills

Proficiency in financial planning tools

Communication

Education

RE5 qualification

NQF Level 5 in finance, insurance, economics, or legal studies

Degree in Economics or Law

Tools

MS Office

Job description

A financial advisory firm is seeking qualified Financial Advisors in Gauteng. The role involves providing expert financial advice, developing tailored solutions, and ensuring compliance with regulations. Candidates must have a RE5 qualification, a minimum of 3 years' experience, and strong analytical and interpersonal skills. The position offers opportunities for growth and requires a commitment to professional development. This is a national position, suitable for candidates across various locations.