Financial Advisor

3 weeks ago

Pretoria, South Africa Discovery Limited 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 thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

Key Purpose of the Role

The role involves policy and benefit reviews to identify client needs. The Financial Advisor will ensure that clients are always aware of product enhancements that may benefit their existing or new needs. The Financial Advisor will always conduct financial needs analysis and assess risk appetite before recommending changes to their existing product structure or fund portfolios.

Job Category

We are looking for a suitably experienced Financial Advisor to become part of our vibrant and dynamic sales team. This individual will consult with existing Discovery Life, Invest, and Insure clients to offer them specialist advice on their current products, benefits, and fund selection. This role drives ongoing servicing of existing clients and as such is remunerated on a non-commissionable basis.

Key Responsibilities

Your tasks will typically involve:

- Conducting in-depth reviews of clients' financial goals, from risk protection to wealth creation.
- Conducting a financial needs analysis and preparing proposals best suited to meet individual clients' requirements.
- Providing clients with information on new and existing products, benefits, and services.
- Assisting clients to make informed decisions.
- Reviewing and responding to clients' changing needs and financial circumstances.
- Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments.
- Reviewing client policies regularly to determine if adjustments are needed because of personal or financial changes.

Personal Attributes and Skills:

- Service-oriented mindset is critical.
- Strong planning and organizational skills.

Qualifications and Experience:

Minimum:

- Wealth management qualification with at least 120 credits.
- A minimum of 2 years’ experience as a Financial Advisor.

Beneficial:

- Understanding of Financial Planning.
- Knowledge of insurance (short-term, health, risk, and investment industry).

EMPLOYMENT EQUITY
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

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