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Expert Financial Consultant

2 months ago

Bedfordview, Gauteng, South Africa Armstrong Appointments Full time

Job Overview


Armstrong Appointments is seeking an experienced Financial Advisor to join our team. As a key member of our brokerage, you will be responsible for providing exceptional financial planning services to our clients.


Key Responsibilities:



  • Work with our book of clients to review their portfolios and provide professional financial advice.
  • Prospect and obtain new clients to add to our existing book.
  • Provide financial products and services in a professional manner, building rapport and confidence with clients.
  • Work with various FSPs and internal departments to resolve concerns and queries.
  • Maintain ongoing communication with clients.
  • Develop comprehensive financial plans tailored to individual clients.
  • Provide advice on investment strategies, retirement planning, estate planning, and tax optimization.
  • Stay informed about market trends and economic developments.
  • Assess clients' risk tolerance and recommend appropriate risk management strategies.
  • Provide advice on Investment and Risk Products.
  • Identify opportunities for cross-selling and upselling financial services.
  • Network with professionals, attend industry events, and participate in marketing initiatives.
  • Ensure compliance with industry regulations and ethical standards.
  • Maintain accurate records and documentation.
  • Stay updated on changes in financial laws and regulations.
  • Prepare regular reports for management and clients.

Requirements:



  • Minimum Matric with Tertiary Education in Finance-related field (NQF5: Wealth Management/BCom).
  • RE5 Non-Negotiable.
  • Relevant Class of Business's in place.
  • Fit and Proper.
  • Minimum 3 Years in Financial Planning Role.
  • Excellent command of Microsoft Excel or related software.
  • Experience in working with Professionals and High Net worth clients.
  • Previous Book not a requirement.
  • Driver's License and Own Vehicle non-negotiable.

Armstrong Appointments is an equal opportunities employer. If you are a motivated and experienced Financial Advisor looking for a new challenge, please submit your application.