Financial Advisor

3 weeks ago

Johannesburg, South Africa Jobted ZA C2 Full time

Job Title: Financial Advisor (Investment Specialist)

The Financial Advisor (Investment Specialist) plays a pivotal role in guiding individuals toward achieving their financial goals through comprehensive financial planning and investment management. This position is ideal for a motivated financial professional dedicated to building lasting relationships and delivering tailored financial solutions.

Purpose of Position

The Financial Advisor assists clients in developing personalized financial plans by assessing their current financial situations, setting clear financial objectives, and formulating strategies to achieve them. This includes providing expert advice on investment management, retirement planning, and tax planning.

Key Responsibilities

- Financial Planning: Conduct thorough financial assessments to understand clients goals and analyze their current financial status, creating customized financial plans to meet those goals.
- Investment Management: Recommend appropriate investment strategies and products based on clients'' risk tolerance and financial objectives. Monitor and manage investment portfolios to optimize performance.
- Retirement Planning: Help clients estimate their retirement needs and devise strategies to accumulate sufficient funds for a comfortable retirement.
- Tax Planning: Offer guidance on tax-efficient investment strategies and identify methods to reduce tax liabilities.
- Client Education: Enhance clients'' financial literacy by educating them on financial concepts, investment options, and market trends.
- Compliance and Regulatory Adherence: Ensure adherence to relevant financial regulations and maintain appropriate fit and proper requirements.
- Client Relationship Management: Build strong, long-term relationships with clients by delivering exceptional service and maintaining regular communication.
- Market Research and Analysis: Stay updated on the latest market trends and financial products to provide informed advice.
- Continual Professional Development: Participate in ongoing education and training to keep abreast of industry changes and new financial planning strategies.
- Networking and Business Development: Expand a network of potential clients and industry contacts to grow the client base.
- Ethical Conduct: Uphold the highest ethical standards, prioritizing clients'' interests in all financial interactions and recommendations.

Skills and Attributes

- Proficient in Microsoft Office 365 (Word, Excel, Outlook, MS Teams, PowerPoint)
- Strong written and verbal presentation skills
- Excellent active listening and critical thinking abilities
- Professional demeanor and presentation
- Reliable transportation
- Ability to interact professionally with clients and product providers
- Capability to perform under pressure
- Attention to detail and a proactive approach
- Ability to meet targets and deadlines while organizing work efficiently
- Team-oriented mindset

Required Knowledge/Experience

- A minimum of 5 years in a financial advisory role.

Required Qualifications

- A bachelors degree in financial planning or a similar field.
- Completion of Regulatory Examination 5 for representatives.
- CERTIFIED FINANCIAL PLANNER® designation is a valuable addition.

Remuneration

- Competitive salary structure that includes a basic salary plus commission based on book size, experience, and qualifications, along with an annual performance bonus incentive.

This role offers an exciting opportunity for a driven individual to make a significant impact in the financial planning sector, fostering lasting relationships and helping clients navigate their financial journeys.

  • Financial Advisor

    5 months ago

    Johannesburg, South Africa Innoradix Financial Planning Full time

    Financial Advisor Join our dynamic team as a Financial Advisor and unlock a rewarding career in the finance industry. We are seeking individuals with a proven track record, holding a matric, valid license, and equipped with a car and laptop. No experience needed. Training will be provided. Qualifications as R.E5 and NQF5 are added bonuses, showcasing your...

  • Personal Financial Advisor

    5 months ago

    Johannesburg, South Africa Bongi's Financial Services Full time

    Financial Advisor with Blue chip Insurance Company. Basic Salary will be paid while in training, thereafter commission structure will be implemented. Minimum Requirements NQF6 or NQF7 Fully Completed CFP Either Completed or Studying Towards it. RE5 RE1 FAIS Credits CPD Points Clear Criminal Record Clear ITC No FSCA Debarment **Job Types**:...

  • Financial Advisor

    1 month ago

    Johannesburg, South Africa Jobted ZA C2 Full time

    JOB TITLE: Financial Advisors AREA: Gauteng INDUSTRY: Insurance Salary / CTC: Commission based – with incentives Report to: Franchise Directors Job Summary: Our Client is seeking dedicated and driven individuals to join their team as Financial Advisors. A young but wise liberty franchise who believes in the evolution and advancement of their...

  • Financial Advisor

    1 month ago

    Johannesburg, South Africa Finding Personnel (Pty) Ltd Full time

    JOB TITLE: Financial Advisors AREA: Gauteng INDUSTRY: Insurance Salary / CTC: Commission based – with incentives Report to: Franchise Directors Job Summary: Our Client is seeking dedicated and driven individuals to join their team as Financial Advisors. A young but wise liberty franchise who believes in the evolution and advancement of their...

  • Financial Advisor

    1 month ago

    Johannesburg, South Africa Finding Personnel (Pty) Ltd Full time

    JOB TITLE: Financial AdvisorsAREA: GautengINDUSTRY: InsuranceSalary / CTC: Commission based – with incentivesReport to: Franchise DirectorsJob Summary:Our Client is seeking dedicated and driven individuals to join their team as Financial Advisors. A young but wise liberty franchise who believes in the evolution and advancement of their client’s financial...

  • Financial Advisor

    3 months ago

    Johannesburg, South Africa Finding Personnel (Pty) Ltd Full time

    JOB TITLE: Financial AdvisorsAREA: GautengINDUSTRY: InsuranceSalary / CTC: Commission based – with incentivesReport to: Franchise DirectorsJob Summary:Our Client is seeking dedicated and driven individuals to join their team as Financial Advisors. A young but wise liberty franchise who believes in the evolution and advancement of their client’s financial...

  • Financial Advisor

    5 months ago

    Johannesburg, South Africa K2 Human Capital Consultancy Full time

    **Financial Advisors needed for Johannesburg and Durban Branch** **Duties** - Provide financial advise to client - Recruit new clients - Maintain a good relationship with existing clients - Inform and educate client on the financial products available **Qualification** - Matric or equivalent - RE 5 qualification - Related NQF Level 5...

  • Financial Advisor

    2 months ago

    Johannesburg, South Africa TypeDev Full time

    **Role Description** This is a full-time hybrid role for a Financial Advisor. The Financial Advisor will be responsible for financial planning, retirement planning, investments, and providing financial advisory services. While the role is based in Johannesburg, there is flexibility for some remote work. **Qualifications** - Financial Planning, Retirement...

  • Financial Advisor

    2 weeks ago

    Johannesburg, South Africa Vivre Capital Full time

    Financial Advisors Needed! Great opportunity for experienced financial advisors. Suppose you’re FAIS compliant and have a strong client base. **Responsibilities**: Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications: 2+ years'...

  • Financial Advisor

    4 weeks ago

    Johannesburg, South Africa Telesure Investment Holdings (TIH ) Full time

    **Role Description** This is a full-time remote role for a Financial Advisor at Telesure Investment Holdings (TIH). The Financial Advisor will be responsible for financial planning, retirement planning, investment advice, and providing financial advisory services to clients on a daily basis. **Qualifications** - Financial Planning and Retirement Planning...

  • Financial Advisor

    5 months ago

    Johannesburg, South Africa Corner Life Insurance Full time

    Do you think you got what it takes to be a financial advisor? become a part of our team today. **Financial Advisor** - An ambitious Financial Advisor who loves people and financial planning. - Driven, open to learning new things, - always looking for ways to leave people better than you found them. **Description of job Duties** - You’ll have a "track to...

  • Financial Advisor

    2 months ago

    Johannesburg, Gauteng, South Africa Rebel Hunters Full time

    Unlock Your Potential as a Financial AdvisorAt Rebel Hunters, we're committed to empowering driven individuals to build successful careers in financial services. As a Financial Advisor, you'll have the opportunity to work with a dynamic team and develop your skills in a supportive environment.What We Offer:No Salary Caps - Enjoy unlimited earning potentialUp...

  • Financial Advisor

    2 months ago

    Johannesburg, Gauteng, South Africa Rebel Hunters Full time

    Unlock Your Potential as a Financial AdvisorAt Rebel Hunters, we're committed to empowering driven individuals to build successful careers in financial services. As a Financial Advisor, you'll have the opportunity to work with a dynamic team and develop your skills in a supportive environment.What We Offer:No Salary Caps: Enjoy unlimited earning potential...

  • Financial Advisor

    3 months ago

    Johannesburg, South Africa Kuwala FS Full time

    **Job Title**: Financial Advisor **Location**: South Africa Nation Wide **Job Type**: Full-time **Reports to**: Senior Financial Advisor/Branch Manager **Contact Us on WhatsApp or Direct Call: 0676061337** **Job Summary**: The Financial Advisor will be responsible for providing clients with expert financial advice and tailored financial solutions. The...

  • Financial Advisor

    2 weeks ago

    Johannesburg, South Africa Discovery Full time

    About Discovery Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global...

  • Financial Advisor

    5 months ago

    Johannesburg, South Africa SPECD (Pty) Ltd Full time

    Gauteng, JHB - Northern Suburbs - (Market related) **We are looking for FINANCIAL ADVISORS for one of our clients, a financial services organisation that operates in the healthcare, life insurance, short-term insurance, long-term savings, banking and wellness markets.** **Job Title**:Financial Advisor **Employment Type**: Hybrid **Work Location**:...

  • Experienced Financial Advisor

    5 months ago

    Johannesburg, South Africa Morebo Full time

    **Experienced Financial Advisor**: **Purpose of the Job**: Join Our Team as an Experienced Financial Advisor! A leading and dynamic financial services firm is actively seeking a highly skilled and experienced Financial Advisor to join our talented team. If you are passionate about helping clients achieve their financial goals, possess a proven track record...

  • Financial Advisor

    5 months ago

    Johannesburg, South Africa RAD Resources Full time

    We are seeking a motivated and client-focused Tied Financial Advisor to join our team. In this role, you will have the opportunity to work with clients to understand their financial needs and provide them with tailored financial solutions. Your primary responsibilities will include: - Conducting financial needs analysis for both life and investment planning...

  • Financial Advisor

    5 months ago

    Johannesburg, South Africa SureX Full time

    **Job Overview**: **Date Posted**: Posted 22 hours ago- **Location**: Johannesburg, Gauteng- **Job Title**: Financial Advisor- **Education Level**: High School / Matric- **Job Level**: Junior- **Minimum Experience**: 0 - 1 Years**Financial Advisor job vacancy in Johannesburg.**: We are a leading financial services company committed to providing top-notch...

  • Financial Advisor

    3 weeks ago

    Johannesburg, South Africa Jobted ZA C2 Full time

    Job Description: Financial Advisor The Financial Advisor is responsible for conducting comprehensive financial needs analyses focused on life and investment planning. This role involves utilizing extensive expertise to provide tailored financial advice to clients, with an emphasis on expanding the client base through proactive prospecting and...