Financial Broker

3 weeks ago


Bedfordview, Gauteng, South Africa Oracle HR Full time
A well established company in Bedfordview is seeking a Financial Broker/Advisor.

Responsibilities:

  • Responsible for the procurement of new business.
  • Provide customized financial planning and investment advice to existing and new clients based on their individual goals, risk tolerance, and financial situation.
  • Develop and maintain a comprehensive understanding of financial products, investment strategies, tax laws, and regulatory requirements.
  • Analyze financial data, review clients' investment portfolios, and make recommendations to optimize their financial objectives.
  • Continuously monitor and review client portfolios to ensure policies remain relevant, efficient, and aligned with their evolving needs.

Qualifications:

  • Bachelor's degree in finance, accounting, economics, or related field.
  • A professional certification such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) is highly desirable.
  • Proven track record as a Financial Advisor, with a minimum of 5 years of relevant experience in financial planning and investment management.
  • FAIS Compliance


RE
  • Valid driver's license and own vehicle (
    Nonnegotiable)
  • Clear criminal and credit check
  • Minimum of 5 years working experience (preferably in sales)
  • Excellent Communication Skills

Job Types:
Full-time, Permanent

Salary:
R20, R60,000.00 per month

Experience:

  • Financial advisor: 3 years (required)

License/Certification:

  • FAIS Compliance
(required)


RE5 (required)

  • Drivers licence and own vehicle (required)


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