Financial Advisor

4 weeks ago

Pretoria, South Africa The Recruitment Council Full time

Our client who is an independent financial planning practice is looking for a Financial Advisor (Investment Specialist), their purpose of the role is to:

Assist clients in creating comprehensive financial plans tailored to their specific needs and goals. This includes assessing their current financial situation, setting financial objectives, and developing strategies to achieve them. This includes investment advice, retirement planning, tax planning, monitoring and reviewing.

Responsibilities:

  • Financial Planning: Conduct comprehensive financial assessments of clients, understanding their financial goals, analysing their current financial situation, and create personalised financial plans to achieve those goals.
  • Investment Management: Recommend suitable investment strategies and products based on the client's risk tolerance, time horizon, and financial objectives. Monitoring and managing investment portfolios to optimize performance and align with the client's goals.
  • Retirement Planning: Assist clients in planning for their retirement by estimating retirement needs, recommending retirement accounts, and devising strategies to accumulate sufficient funds for acomfortable retirement.
  • Tax Planning: Provide guidance on tax-efficient investment strategies and suggest ways to reduce tax liabilities through proper tax planning techniques.
  • Client Education: Educating clients about various financial concepts, investment options, and economic trends to enhance their financial literacy and empower them to make informed decisions.
  • Compliance and Regulatory Adherence: Ensuring compliance with relevant financial regulations, laws, and industry standards, as well as maintaining appropriate fit and proper requirements.
  • Client Relationship Management: Build strong, long-term relationships with clients by providing exceptional service, regular communication, and being accessible to address their financial concerns.
  • Market Research and Analysis: Stay informed about the latest market trends, economic developments, and financial products to offer well-informed advice to clients.
  • Continual Professional Development: Engage in ongoing education and training to stay updated on industry changes, new investment options, and evolving financial planning strategies.
  • Networking and Business Development: Build and expanding a network of potential clients and industry contacts to grow your client base and business.
  • Ethical Conduct: Maintain the highest ethical standards and putting clients' interests first in all financial recommendations and interactions.


Skills and Attributes:

  • Microsoft Office 365 knowledge (Word, Excel, Outlook, MS Teams & PowerPoint)
  • Excellent written and verbal presentation skills
  • Active listening
  • Critical thinking
  • Professional and presentable
  • Own reliable transport
  • Interact professionally with clients and product providers
  • Perform under pressure
  • Attention to detail
  • Takes initiative
  • Ability to meet targets and deadlines
  • Organises work smartly
  • Team player


Qualifications:

  • Minimum bachelors degree in financial planning or similar
  • Regulatory Examination 5 for representatives
  • CERTIFIED FINANCIAL PLANNER® Professional will be added advantage



Experience:

  • Minimum 5 years in financial advisory role.

  • Financial Advisor

    2 days ago

    Pretoria, South Africa Providence Financial Group Full time

    Company DescriptionDiscovery Limited is a global company with health, life and short term insurance operations. The company is committed to being a force for social good and brings about sustainable change in the lives of the people and communities it serves across the globe. Discovery's values of leadership, honesty, innovation and fairness act as its...

  • Financial Advisor

    1 day ago

    Pretoria, South Africa Discovery Full time

    **_Company Description_** Discovery Limited is a global company with health, life and short term insurance operations. The company is committed to being a force for social good and brings about sustainable change in the lives of the people and communities it serves across the globe. Discovery's values of leadership, honesty, innovation and fairness act as...

  • Financial Advisor

    4 weeks ago

    Pretoria, South Africa Scholtz Partners International Full time

    Brief description of the vacancy: Self-motivated and driven individualGoal orientatedMinimum 2 years experience as a Financial AdvisorMust have RE5 and grade 12Must have a clean ITC recordMust be able to sell and advise clients on Retirement, investment, and Risk planning.Appointments will have access to Old Mutual Corporate and Old Mutual International.Must...

  • Financial Advisor

    4 weeks ago

    Pretoria, South Africa Envestpro Full time

    **Explore Lucrative Financial Planning Opportunities!** Unlock Senior & Junior Roles with Envestpro as a Financial Planner. Elevate Your Career with Proven Expertise Envestpro offers a unique path to success for both seasoned Advisors and ambitious newcomers. Experience the pinnacle of financial planning with our comprehensive training and...

  • Financial Advisor

    4 weeks ago

    Pretoria, South Africa ES Recruitment Full time

    A large and well-known company is looking for Financial Advisors to join their growing team. You will be responsible for providing comprehensive financial guidance and investment advice to clients. Your primary objective will be to help clients achieve their financial goals by assessing their financial situation, developing personalized financial plans, and...

  • MFC Salaried Financial Advisor

    6 days ago

    Pretoria, South Africa Old Mutual Full time

    Description This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. What is a financial advisor? The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited...

  • Aspiring Financial Advisor

    2 weeks ago

    Pretoria, South Africa Old Mutual Full time

    Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Advisor We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is...

  • Independent Financial Advisor

    4 weeks ago

    Pretoria, South Africa Status Asset Management Full time

    Location: East Rand, Nelspruit, Durban, Western-CapeWe are seeking a knowledgeable and energetic Independent Financial Advisor who is willing to go the extra mile to build his/her own client base. This role is ideal for someone with a positive attitude and who sees him or herself as an absolute go-getter with an unwavering drive to meet client needs. Role...

  • Financial Advisor

    4 weeks ago

    Pretoria, South Africa Rory Mackie & Associates Full time

    Overview:Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to professional...

  • Financial Advisor

    4 weeks ago

    Pretoria, South Africa Rory Mackie & Associates Full time

    Overview:Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to professional...

  • Financial Advisor

    3 weeks ago

    Pretoria, South Africa Rory Mackie & Associates Full time

    Overview: Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Private Bank clients in accordance with FAIS legislation and according to...

  • Field Financial Advisor Pretoria

    4 weeks ago

    Pretoria, South Africa A1 Financial Services Full time

    Our position is aimed at individuals who are looking for better prospects and is based in and around Pretoria. Benefits Included: - Basic Salary - Medical Insurance - Uncapped commission - Performance bonus - Work-related incentives for top performers - Minimum 12 months experience in a Financial Services / Insurance industry in a sales role - Minimum 2...

  • Field Financial Advisors Wanted Pretoria

    3 weeks ago

    Pretoria, South Africa A1 Financial Services Full time

    Our position is aimed at individuals who are looking for better prospects and is based in and around Pretoria. Benefits Included: - Uncapped commission - Performance bonus - Work-related incentives for top performers - Minimum 12 months experience in a Financial Services / Insurance industry in a sales role - Minimum 2 years field sales experience - FAIS...

  • Independent Financial Advisor

    4 weeks ago

    Pretoria, South Africa The Recruitment Council Full time

    Do you love being out and about, meeting new people? Do you want to write your own cheque on a monthly basis? Are you fantastic at convincing and does your negotiation skills know no bounds? Are you hungry for Sales and willing to go the extra mile to obtain them? Are you knowledgeable when it comes to FAIS legislation and remaining Fit and Proper? Then you...

  • Key Individual

    4 weeks ago

    Pretoria, South Africa Accredinet Financial Solutions Full time

    **Responsibilities** **Management and oversight of Financial Service**: - Ensure fit and proper requirements (advisors) - Training, knowledge and skill of the representatives - Monitoring the activities - Oversight of advice - Signing and overseeing the contract process (new advisors and product providers) - Signing of new agreements with product...

  • Direct Sales Representative

    4 weeks ago

    Pretoria, South Africa Ikusasa Recruitment Group Full time

    We are seeking energetic driven Direct Sales Consultants - Financial Advisors who are willing to go that extra mile to build their own client base through strong lead generation for short term insurance with a strong drive to meet clients needs - The Basic is R 15000.00 to R 18000.00 plus uncapped commission plus pension plus medical - Six month - The Basic...

  • Insurance Advisor Pretoria

    4 weeks ago

    Pretoria, South Africa A1 Financial Services Full time

    Our position is aimed at individuals who are looking for better prospects and is based in and around Pretoria. Benefits Included: - Basic Salary - Medical Insurance - Uncapped commission - Performance bonus - Work-related incentives for top performers - Minimum 12 months experience in a Financial Services / Insurance industry in a sales role - Minimum 2...

  • Investment Administrator

    4 weeks ago

    Pretoria, South Africa KM CONSULTING Full time

    _**INVESTMENT ADMINISTRATOR / FINANCIAL ADVISOR, R30k, PTA-EAST**_ Upmarket financial entity specializing in Investment & Wealth Management requires the following, with at least 5yrs exp in the specific industry: Act as Financial assistant to advise & assist clients on their financial portfolios regarding investments & shares etc RELEVANT Financial...

  • Water and Sanitation Advisor

    7 days ago

    Pretoria, South Africa Chemonics International Full time

    Chemonics seeks a Water and Sanitation Advisor for the anticipated, five-year $30-$35 million USAID-funded Resilient Cities Limpopo Activity. The purpose of this activity is to increase access to safely managed and reliable critical services—namely water, sanitation, and solid waste management— for urban residents in the Limpopo River Basin. The activity...

  • Salaried Financial Advisor

    6 days ago

    Pretoria, South Africa Old Mutual Full time

    Description This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. What is a financial adviser? The role of a financial adviser is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited...