Financial Advisor

7 months ago


Cape Town, South Africa SureX Full time

**Job Overview**:
**Date Posted**: Posted 22 hours ago-
**Location**: Cape Town, Western Cape-
**Job Title**: Financial Advisor-
**Education Level**: High School / Matric-
**Job Level**: Junior-
**Minimum Experience**: 0 - 1 Years**Financial Advisor position available in Cape Town.**:
We are a leading financial services company committed to providing top-notch wealth management and protection solutions to our clients. We pride ourselves on offering exceptional opportunities for growth and development in the financial industry.

**Key Responsibilities**:

- Provide comprehensive financial advisory services to clients, helping them achieve their wealth management goals.
- Conduct in-depth financial analyses to assess clients’ needs and develop tailored financial plans.
- Educate clients on various insurance products, and retirement planning strategies.
- Build and maintain strong client relationships through proactive communication and personalized service.
- Stay updated on industry trends, market developments, and regulatory changes to provide informed recommendations to clients.

**Requirements**:

- Own vehicle
- Own laptop / tablet
- Matric certificate
- No criminal record
- No previous experience in finance required.
- Strong communication and interpersonal skills.
- Motivated self-starter with a passion for helping others achieve financial success.
- Ability to work independently and as part of a team.
- Excellent organizational and time management skills.
- Must be located in South Africa and legally eligible to work.

**Additional Information**:

- This is not a call center or telemarketing position; it is a full field agent role.



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