Financial Advisor
1 week ago
Join to apply for the Financial Advisor - Durban role at Oasis Crescent.
Job title: Financial Advisor - Durban
Job Location: KwaZulu-Natal, Durban
Deadline: April 07, 2025
Core Responsibilities- Manage and grow a portfolio of clients while providing financial planning advice.
- Generate leads, set up appointments, meet clients, and close deals.
- Conduct investment needs analysis.
- Prepare and present recommendations or solutions to clients, implement, review, and monitor on an ongoing basis.
- Obtain all necessary documentation (FICA documentation).
- Complete all associated administration effectively to meet compliance and regulatory requirements.
- Assist with ad hoc marketing drives in your region.
- Effectively service clients that may be in other centers; limited traveling may be required.
- Flexibility is required as clients may request consultations outside of normal office hours.
- Provide analysis for new product development ideas.
- Update Profida Report on a daily basis.
- Submit daily travel reports.
- Submit demographic reports of clients.
- Bachelor's degree in Finance, Accounting, Business, or a related field.
- FAIS qualified.
- Excellent knowledge of financial planning principles and investment strategies.
- CFP or diploma in Financial Planning advantageous.
- RE5 accreditation in investments advantageous.
- Strong communication and interpersonal skills to collaborate effectively with clients.
- Passionate about providing the best financial services and advice to clients.
- Effective problem-solving skills, with the ability to identify issues and provide solutions.
- Ability to maintain and develop relationships with clients, and communicate complex financial information clearly and concisely.
- Valid driver's license essential.
- Adhering to CPD Requirement.
- 2+ years experience in the financial services industry.
- Understanding of Collective Investment Schemes, Retail Retirement Fund Industry, and Wealth Management.
- History of building strong relationships.
Entry level
Employment TypeFull-time
Job FunctionFinance and Sales
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