Finansiële Adviseur

**FINANCIAL ADVISOR
At NWK4SURE Brokers, we are committed to providing top-tier financial services and guidance to our clients.
With a strong focus on integrity, professionalism, and innovation, we strive to empower individuals and families to
navigate their financial journeys with confidence and peace of mind. As a leading brokerage firm, we prioritize the
well-being and success of our clients above all else.

**Purpose of the Position**:
Join NWK4SURE Brokers as a Financial Advisor and become an essential part of our mission to transform lives
through financial empowerment. As a Financial Advisor, you will have the opportunity to work closely with clients,
understanding their unique financial circumstances and helping them achieve their goals and aspirations.

**Key Responsibilities: **

Conduct comprehensive financial assessments to gain insight into clients' financial situations, goals, and
objectives.

Provide expert advice on a range of financial products and services, including life insurance coverage,
investments, estate planning, and risk analysis.

Develop personalized financial plans tailored to each client's specific needs and circumstances.

Continuously monitor and adjust financial strategies to ensure they remain aligned with clients' evolving goals
and market conditions.

Deliver exceptional customer service by providing ongoing support and guidance to clients, building and
maintaining strong, long-lasting relationships.

Stay informed about industry trends, regulatory changes, and new financial products to provide clients with
the most up-to-date advice and solutions.

**Minimum Requirements: **

Possession of an RE 5 certificate.

An NQF 5 Diploma in Wealth Management qualification or related field.

3-4 years of relevant experience in financial management.

An FIA membership would be advantageous.

Must have access to own transport and hold a valid driver's license.

**Skills Required: **

Strong marketing skills to attract and retain clients, as well as promote NWK4SURE's services.

Demonstrated leadership abilities to guide clients through complex financial decisions with confidence and
expertise.

Excellent administrative skills to efficiently manage documentation and ensure compliance with regulatory
requirements.

Ability to work collaboratively as part of a team, supporting colleagues and contributing to the overall success
of NWK4SURE Brokers.

If you are passionate about finance and committed to helping others achieve financial security and success,
NWK4SURE Brokers invites you to join our team as a Financial Advisor. Take the next step in your career and
team**FINANSIËLE ADVISEUR
By NWK4SURE Makelaars is ons daartoe verbind om top vlak finansiële dienste en leiding aan ons kliënte te verskaf.
Met 'n sterk fokus op integriteit, professionaliteit en innovasie, streef ons daarna om individue en gesinne te bemagtig
om hul finansiële reise met selfvertroue en gemoedsrus te navigeer. As 'n toonaangewende makelaarsfirma
prioritiseer ons die welstand en sukses van ons kliënte bo alles.

**Doel van die posisie**:
Sluit aan by NWK4SURE Makelaars as ‘n Finansiële Adviseur en word ‘n noodsaaklike deel van ons missie om
lewens deur finansiële bemagtiging te verander. As 'n Finansiële Adviseur sal jy die geleentheid hê om nou saam
met kliënte te werk, hul unieke finansiële omstandighede te verstaan en hulle te help om hul doelwitte en aspirasies
te bereik.

**Sleutelverantwoordelikhede**:

Bewerkstellig omvattende finansiële assesserings om insig te kry in kliënte se finansiële situasies, doelwitte en
doelwitte.

Verskaf kundige advies oor 'n reeks finansiële produkte en dienste, insluitend lewensversekeringsdekking,
beleggings, boedelbeplanning en risiko-analise.

Ontwikkel unieke finansiële planne wat aangepas is vir elke kliënt se spesifieke behoeftes en omstandighede.

monitor en pas finansiële strategieë voortdurend aan om te verseker dat hulle in lyn bly met kliënte se
ontwikkelende doelwitte en marktoestande.

Verskaf uitsonderlike kliëntediens deur deurlopende ondersteuning en leiding aan kliënte te bied, sterk, langdurige
verhoudings te bou en in stand te hou.

Bly op hoogte van industrie neigings, regulatoriese veranderinge en nuwe finansiële produkte om kliënte die mees
onlangse advies en oplossings te bied.

**Minimum Vereistes**:

Besit van 'n RE 5 sertifikaat.

‘n NQF 5 Welvaartbestuur kwalifikasie of verwante veld.

3-4 jaar relevante ondervinding in finansiële bestuur.

‘n FIA-lidmaatskap sal voordelig wees.

Moet toegang tot eie vervoer hê en 'n geldige bestuurslisensie hê.

**Vaardighede Vereis**:

Sterk bemarkingsvaardighede om kliënte te lok en te behou, asook om NWK4SURE se dienste te bevorder.

Gedemonstreerde leierskapsvermoëns om kliënte deur komplekse finansiële besluite met selfvertroue en
kundigheid te lei.

Uitstekende administratiewe vaardighede om dokumentasie doeltreffend te bestuur en voldoening aan
regulatoriese vereistes