Career Opportunities in Financial Services

2 days ago


Pretoria, Gauteng, South Africa Hilgard Financial Services Full time

Hilgard Financial Services is a dynamic organization seeking an ambitious individual to join our team as a Financial Advisor. The ideal candidate will deliver personalized investment solutions to help clients achieve their long-term financial goals.

About the Role

This entry-level position offers a unique opportunity for individuals to develop their skills in financial planning, finance, retirement planning, investments, and financial advisory services. Our company provides a supportive environment where you can grow and advance your career.

We are looking for a talented and motivated professional who is comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. If you have strong communication and interpersonal skills, this role may be the perfect fit for you.

Responsibilities
  • Deliver exceptional client service and build lasting relationships with clients.
  • Conduct thorough needs analyses to determine clients' financial goals and objectives.
  • Develop and implement tailored financial plans that meet clients' unique needs.
  • Maintain accurate and up-to-date records of client interactions and financial plans.
  • Stay up-to-date with industry developments and best practices in financial planning and advisory services.
Requirements

To succeed in this role, you will need:

  • A Matric/GR 12 qualification with RE 5 & FAIS Credits (experience is essential).
  • Business-related qualifications or degrees are ideal but not compulsory.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • A clean ITC listing and no criminal record.


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