Financial Advisor

2 weeks ago

Sandton, South Africa Discovery Ltd. Full time

Business Unit:
Sales & Distribution
Function:Financial Advisors (Certified Financial Planner)
Date:8 Nov 2023- Discovery Employee Servicing Adviser- Financial Advisor
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 focuses on the Staff Retirement Fund Scheme Benefits. The financial adviser is responsible for advising staff members on their Group Benefits and personal portfolio should the need arise. The adviser plays a crucial role in helping staff members manage their finances wisely, offering advice on Retirement Planning, Investments and overall financial wellbeing to support a secure and stable future.
    Job Category
  • We are looking for a suitably experienced financial adviser to become part of our vibrant and dynamic team. This individual will consult with Discovery Staff members to offer them specialist advice on their Group Benefits and personal portfolios. This role drives ongoing servicing of staff members and as such is remunerated on a noncommission basis.
    Key Responsibilities
  • Your tasks will typically involve:
  • Meetings with staff members and families
  • Conducting indepth 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
  • Educating and advising clients on their Group Benefits
  • Provide Guidance on Retirement Planning

Personal Attributes and skills:

  • Strong Customer focus
  • Networking skills
  • Proactive engagement
  • Service orientated mindset is critical
  • Strong Planning and organisational skills
  • Client focused approach
  • Adaptability
  • The ability to explain complex concepts in a clear manner
  • Strong analytical skills
  • Indepth knowledge and understanding of the Investment sector

Qualifications and Experience:

  • Minimum
  • Financial Industry related Degree ( Finance or Investment degree)
  • RE5 qualification
    non negotiable:
  • A minimum 2 years' experience as a financial adviser
  • Pension Fund/ Umbrella Funds
  • COB
  • Higher Certificate in Financial Planning
  • 2 years experience in 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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