Financial Services Advisor

4 days ago


Port Elizabeth, Eastern Cape, South Africa The Recruitment Council Full time

As a Financial Services Advisor, you will be instrumental in shaping the financial future of our clients. With a strong focus on customer satisfaction, you will deliver exceptional service and drive business growth.

Your key responsibilities will include:

  • Providing specialist financial advice to clients.
  • Building and maintaining long-term relationships with clients.
  • Driving business growth through new business development.
  • Ensuring client satisfaction targets are met or exceeded.

You will also be responsible for:

  • Compiling risk profiles for clients' businesses.
  • Analysing clients' current portfolios and advising on updated valuations for assets.
  • Delivering presentations that adequately address and mitigate risks.

To succeed in this role, you will need:

  • Strong communication and interpersonal skills.
  • Valid RE5 qualification and FAIS compliance.
  • 3-5 years' experience in commercial lines short-term insurance.

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