Strategic Financial Consultant

1 day ago


Pretoria, Gauteng, South Africa Innovative Financial Advisor Services Full time

Why Work with Us?

We offer a dynamic and supportive work environment where you can grow your career. As a Senior Financial Advisor, you will have the opportunity to work with a modern, well-capitalized, and professionally staffed insurance advisory that delivers tailor-made solutions to clients.

Your Key Tasks

As a Senior Financial Advisor, your key tasks will include conducting client consultations, developing financial strategies, maintaining client relationships, and staying updated on financial regulations and market trends. You will also have the opportunity to work from home part of the time.

Requirements

Skills in financial planning and finance.Experience in retirement planning and investments.Proficiency in providing financial advisory services.Excellent interpersonal and communication skills.Ability to work independently and as part of a team.Relevant qualifications in finance, economics, or related field.Professional certification (e.g., CFP, CFA) is a plus.Experience in the insurance industry is beneficial.

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