Financial Adviser

2 days ago

Johannesburg, Gauteng, South Africa Discovery Limited Full time R80 000 - R120 000 per year

Company Description

Discovery Limited is a globally recognized leader in healthcare, wellness, and financial services, dedicated to improving lives and fostering sustainable change. Originating in South Africa, Discovery operates globally, including in the UK, Germany, the United States, and across Asia through its Vitality network. Renowned for its innovation, Discovery's Vitality program incentivizes healthier lifestyles and promotes shared value initiatives. With a core focus on leadership, honesty, innovation, and fairness, Discovery seeks to make a meaningful impact on individuals and communities worldwide. As a force for social good, the company continues to set global benchmarks for excellence and shared value insurance.

Role Description

This is a full-time, on-site role for a Financial Planner based in the City of Johannesburg. The Financial Planner will work closely with clients to assess their financial goals and needs, develop tailored financial strategies, and provide expert guidance on investments, insurance, and retirement planning. Day-to-day tasks will include analyzing financial information, preparing comprehensive financial plans, and keeping up-to-date with financial laws, products, and market trends. This role also requires maintaining long-term client relationships by offering ongoing support and periodic reviews of financial strategies to ensure they remain aligned with client objectives.

Qualifications

  • Financial Planning, Wealth Management, Investment Strategies
  • Client Relationship Management and Personalized Financial Advising
  • Analytical Skills for Financial Data, Risk Assessment, and Compliance
  • Knowledge of Insurance Products, Retirement Planning, and Market Trends
  • Excellent Communication, Negotiation, and Presentation Skills
  • Ability to work collaboratively in a dynamic team environment
  • Bachelor's degree in Finance, Economics, or a related field
  • Certified Financial Planner (CFP) designation or equivalent is an advantage
  • Experience in financial planning or a similar role is preferred

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