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Senior Financial Advisor
1 week ago
Description:
We are seeking a skilled Financial Advisor to join our team as a Risk or AUM Focus. As a key member of our team, you will be responsible for providing expert financial guidance and solutions to our clients.
Key Responsibilities:
- Evaluate clients' financial situations and develop tailored financial plans.
- Stay updated on financial markets, regulations, and industry trends.
- Build and maintain long-term client relationships through excellent client service.
- Educate clients on financial products and investment opportunities.
- Ensure compliance with financial regulations and company policies.
Requirements:
- Matric.
- Regulatory Examination (RE5) certification.
- Class of business CPD points.
- Must meet Fit and Proper Requirements.
- Clear criminal and credit record.
Benefits:
- Work Life Balance – Hybrid/Remote Work model, Autonomy & Collaborative Culture
- Growth – Personal and Professional Development Plans, Learning Programmes, Access to Specialists.
- Rewards and Recognition – Competitive Remuneration Structure, Incentive Programmes, Onshore and Offshore Travel.
- Client Focus – Individual Value Proposition, Practise Management Expertise, Unlock Market Access.