Financial Broker

5 months ago

Bedfordview, South Africa Oracle HR Full time

A well established company in Bedfordview is seeking a Financial Broker/Advisor.

**Responsibilities**:

- Responsible for the procurement of new business.
- Provide customized financial planning and investment advice to existing and new clients based on their individual goals, risk tolerance, and financial situation.
- Develop and maintain a comprehensive understanding of financial products, investment strategies, tax laws, and regulatory requirements.
- Analyze financial data, review clients' investment portfolios, and make recommendations to optimize their financial objectives.
- Continuously monitor and review client portfolios to ensure policies remain relevant, efficient, and aligned with their evolving needs.

**Qualifications**:

- Bachelor's degree in finance, accounting, economics, or related field.
- A professional certification such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) is highly desirable.
- Proven track record as a Financial Advisor, with a minimum of 3 - 5 years of relevant experience in financial planning and investment management.
- FAIS Compliance
- RE5
- Valid driver’s license and own vehicle (**Non-negotiable**)
- Clear criminal and credit check
- Minimum of 3 - 5 years working experience (preferably in sales)
- Excellent Communication Skills

**Job Types**: Full-time, Permanent

**Salary**: R20,000.00 - R60,000.00 per month

**Experience**:

- Financial advisor: 3 years (required)

License/Certification:

- FAIS Compliance (required)
- RE5 (required)
- Drivers licence and own vehicle (required)

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