Financial Services Specialist
1 day ago
Job Summary:
Watershed Consulting is seeking a skilled Financial Advisor to provide expert financial planning and investment advice to businesses and individuals.
About the Role:
- Meet with clients to understand their financial objectives, risk tolerance, income, expenses, and assets.
- Provide strategic advice on a variety of financial products and services, including investments, retirement planning, and estate planning.
- Assess clients' overall financial picture, understand their needs, and develop a comprehensive financial plan.
- Guide clients towards profitable and secure financial decisions.
- Stay up-to-date with market trends and regulatory requirements.
- Maintain compliance with all rules and regulations in the financial industry.
- Identify and pursue potential clients to maintain a strong client base.
Requirements:
- RE5 qualification
- Matric certificate
- Relevant NQF5 qualification
- Minimum 2 years of relevant experience
- Salary slips reflecting three months of earnings (> R25 000.00 per month on average)
- Class of Business (COB) Long Term and Investments
- Criminal and credit clearance
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