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Financial Advisor

1 month ago

Durban, KwaZulu-Natal, South Africa Oasis Full time

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.
Requirements
  • 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.
Experience
  • 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.
Seniority Level

Entry level

Employment Type

Full-time

Job Function

Finance and Sales

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