Financial Services Specialist

1 day ago


Randburg, Gauteng, South Africa Watershed Consulting Full time

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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