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Financial Advisor

4 weeks ago

Far North, South Africa Palesa Mbali Group Full time

Job Description: Financial Advisor – Everyday Banking

Position Overview: We are seeking a skilled and customer-focused Financial Advisor to join our clients Everyday Banking team. The ideal candidate will have expertise in investments, life products, and estate & trust products, along with a passion for delivering exceptional client service. This role focuses on helping clients achieve their financial goals through tailored solutions and building long-lasting relationships within the everyday banking environment.

Key Responsibilities:

  1. Client Engagement and Advisory:
    • Provide financial advice and solutions that align with clients’ immediate and long-term goals.
    • Develop and maintain relationships with everyday banking clients, offering personalized financial guidance.
    • Conduct financial needs analyses to identify opportunities for investments, life insurance, and estate planning.
  2. Product Knowledge and Solutions:
    • Demonstrate a thorough understanding of investment products, life insurance, and estate & trust offerings to meet diverse client needs.
    • Present and explain financial products to clients in a clear and accessible manner.
    • Identify opportunities for cross-selling and recommend appropriate banking products to enhance client portfolios.
  3. Financial Planning Support:
    • Assist clients with creating and maintaining comprehensive financial plans.
    • Monitor clients' financial health and adjust strategies to align with changing needs or market conditions.
    • Stay informed on current economic trends and product innovations to provide informed recommendations.
  4. Compliance and Documentation:
    • Ensure compliance with all regulatory requirements and internal policies.
    • Maintain detailed records of client interactions, plans, and transactions in line with industry standards.
  5. Collaboration and Teamwork:
    • Work closely with branch staff and product specialists to provide seamless client experiences.
    • Support team initiatives to promote financial literacy and product awareness among clients.

Qualifications and Skills:

  1. Educational Background:
    • Bachelor’s degree in Finance, Economics, Business Administration, or a related field (required)
    • RE 5 Completed (required)
    • Preferable CFP Qualification.
    • NQF6 (FSB approved qualification).
    • 120 Credits.
  2. Experience:
    • Minimum of 2+ years of experience in financial advising or a related role in everyday banking.
    • Proof of minimum annual commission earnings of +/- R30 000 per month.
    • FSP license from previous employer.
  3. Core Competencies:
    • Strong understanding of everyday banking products and services.
    • Excellent communication and interpersonal skills to build rapport with clients.
    • Analytical mindset with the ability to translate complex financial concepts into actionable advice.
  4. Technical Skills:
    • Proficiency in financial planning tools and CRM systems.
    • Knowledge of regulatory standards and compliance requirements.