Financial Adviser

2 weeks ago

Johannesburg, Gauteng, South Africa Discovery Limited Full time R400 000 - R1 200 000 per year

Company Description

Discovery Limited is a leading innovator in healthcare, wellness, insurance, investments, and financial and life planning. Based in South Africa, Discovery operates globally with a presence in multiple countries including the United Kingdom, Germany, United States, Canada, and Australia. The company is known for its Vitality programme, which incentivizes healthier living and creates shared value. Discovery is committed to social good, sustainable change, and upholding its values of leadership, honesty, innovation, and fairness.

Role Description

This is a full-time on-site role for a Financial Adviser located in the City of Johannesburg. The Financial Adviser will be responsible for providing financial planning and advisory services to clients, including retirement planning, investment advising, and comprehensive financial strategies. Day-to-day tasks involve meeting with clients to assess their financial needs, developing personalized plans, monitoring financial market trends, and ensuring clients' financial goals are met.

Qualifications

  • Skills in Financial Planning, Retirement Planning, and Investments
  • Experience in Finance and Financial Advisory
  • Excellent analytical and problem-solving skills
  • Strong interpersonal and communication skills
  • Relevant certifications or qualifications in finance or financial planning are advantageous

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