Strategic Financial Advisor – Client Wealth & Risk

Discovery Limited

Sandton

On-site

ZAR 250,000 - 450,000

Full time

2 days ago

Be an early applicant

Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

Discovery Limited in Sandton is seeking a Financial Advisor (Salaried) to join the Sales & Distribution team. The role focuses on policy and benefit reviews, ensuring clients are aware of product enhancements, and conducting financial needs analysis before recommending changes to product structures and fund portfolios.

The position drives ongoing servicing of existing clients and is remunerated on a non-commissionable basis within a dynamic sales environment.

Qualifications

Wealth management qualification with at least 120 credits.
At a minimum 2 years’ experience as a Financial Advisor.
Understanding of Financial Planning is beneficial.
Knowledge of insurance (short-term, health, risk and investment industry) is beneficial.

Responsibilities

Conduct in-depth reviews of clients' financial goals, from risk protection to wealth creation.
Perform financial needs analysis and prepare proposals to meet client requirements.
Provide clients with information on new and existing products, benefits and services.
Assist clients to make informed decisions.
Review and respond to clients' changing needs and financial circumstances.
Contact clients with news of new financial products or changes to legislation affecting savings and investments.
Review client policies regularly to determine if adjustments are needed.