Finacial Advisor

1 week ago

Johannesburg, Gauteng, South Africa GDS Financial Advisor Services Full time

We are looking for Financial Advisors to join our team of insurance brokers. As a Financial Advisor, your main role will involve offering financial guidance to clients.

Your responsibilities will include assisting clients in planning and reaching their financial objectives by evaluating their financial status and suggesting suitable products and services to cater to their requirements.

We expect you to possess a comprehensive knowledge of financial services and products, and stay informed on the most recent developments and trends in the financial sector.

This position is a full-time hybrid opportunity based in Johannesburg, Pretoria, Cape Town, and Durban, providing the option for remote work.

Qualifications:
  • Bachelor's degree in Finance, Accounting, Economics, or a related field (preferred)
  • Holding a relevant professional certification like CFP, CFA, or ChFC is advantageous
  • At least 3 years of experience in financial advising, wealth management, or similar fields
  • Strong interpersonal skills to foster client relationships
  • Excellent verbal and written communication abilities
  • Capability to work collaboratively in a team environment
  • Demonstrated proficiency in financial planning software and tools
  • Keen attention to detail and effective problem-solving skills
Salary: R6, R500,000.00 per month Application Question(s):
  • NQF5and RE5 certifications are required
Experience:

Minimum 3 years as a Financial Advisor

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