Financial Advisor

6 days ago


Johannesburg, South Africa Miya Talent Consulting Full time

JOB PURPOSE

The Financial Advisor will be responsible for conducting financial needs analysis
for both Life and Investment planning needs, utilize extensive expertise to
provide financial advice to customers, grow client base and prospecting of new
clients.

**Responsibilities**

An exciting opportunity has become available with a Financial Advice business who are growing their national offering across the country. The business is looking to grow their Certified Financial Advisor | Independent Financial Advisor team, offering Financial Planning and Wealth Management services to clients across the country.

**The Role**
- Conduct fact-find meetings with new and existing clients
- Prepare sound financial plans to ensure clients meet their financial goals
- Advise clients on current financial issues and make recommendations
- Customise financial plans according to clients changing needs
- Build strong relationships to retain existing clients
- Generate new business and build introducer relationships
- Manage your own diary

**WHAT YOU'LL NEED TO SUCCEED**
- Matric/ Grade 12 or SAQA Accredited Equivalent (Essential)
- 120 FAIS Credits (NQF5) in Wealth Management (Essential)
- 120 FAIS Credits (NQF6) in Wealth Management/CFP/Equivalent (Advantageous)
- 2 years minimum experience as a Financial Advisor (Life & Investment - Essential)
- Proven track record of success and achievements
- Experience of managing client relationships
- Able to manage and retain a client book
- Able to further grow a client book
- You may have a client book already and need a superior proposition

**Synonyms**: Independent Financial Advisor, Financial Adviser, Financial Planner, Wealth Adviser, Financial Planning, Wealth Planning


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