Financial Advisor

2 weeks ago

Sandton, South Africa Discovery Ltd. Full time

Business Unit:
Sales & Distribution
Function:Financial Advisors (Certified Financial Planner)
Date:31 May 2024
About Discovery

  • Discovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fastpaced and dynamic environment enables smart, selfdriven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.
    Key Purpose of the role
  • The role involves policy and benefit reviews to identify client needs. The financial adviser will ensure that clients are always aware of product enhancements that may benefit their existing or new needs. The financial adviser will always conduct financial needs analysis and or assess risk appetite before recommending changes to their existing product structure and or fund portfolios.
    Job Category
  • We are looking for a suitably experienced financial adviser to become part of our vibrant and dynamic sales team. This individual will consult with existing Discovery Life, Invest and Insure clients to offer them specialist advice on their current products, benefits and or fund selection. This role drives ongoing servicing of existing clients and as such is remunerated on a noncommissionable basis.
    Key Responsibilities
  • Your tasks will typically involve:
  • contacting existing clients and setting up telephonic or video conferencing meetings.
- conducting in-depth reviews of clients' financial circumstances, current provision and future aims.
- analysing information and preparing plans best suited to individual clients' requirements.
- completing risk analyses.
- researching the marketplace and providing clients with information on new and existing products and services.
- designing financial strategies.
- assisting clients to make informed decisions.
- reviewing and responding to clients changing needs and financial circumstances.
- keeping up to date with financial products and legislation.
- contacting clients with news of new financial products or changes to legislation that may affect their savings and investments.
- meeting the regulatory aspects of the role.

Personal Attributes and skills:

  • Strong Customer focus.
  • Networking skills.
  • Proactive engagement.
  • Service orientated mindset is critical.
  • Strong Planning and organisational skills.

Qualifications and Experience:

  • Minimum
  • Wealth management qualification with at least 120 credits.
  • RE5 qualification.
  • At a minimum 2 years' experience as a financial adviser.

Beneficial:

  • Understanding of Financial Planning.
  • Knowledge of insurance (shortterm, health, risk, and investment industry).
  • EMPLOYMENT EQUITY
The Company's approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

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