Financial Advisor

1 week ago

Durban, KwaZulu-Natal, South Africa Crayon 🖍️ Full time R250 000 - R750 000 per year

Note: This role is for one of our clients. While we do track apply clicks, you'll need to complete the quick steps on Crayon for your application to be considered.

How you'll role

As a Financial Advisor, you'll play a crucial role in guiding clients through their financial planning and investment decisions. Based in Durban or Johannesburg, you'll deliver top-notch advisory services, covering retirement and investment planning, and more. Essential to this role is the ability to build strong relationships with clients, ensuring their financial goals are met with tailored advice and strategies.

What you'll do

  • Provide comprehensive financial planning to clients
  • Offer expert advice on retirement planning and investments
  • Conduct in-depth analysis to develop financial strategies
  • Maintain robust client relationships and manage client portfolios
  • Stay updated on financial regulations and market trends

What you'll need

  • RE5 Certificate
  • Grade 12/Matric
  • Own vehicle
  • Expertise in retirement planning and investments
  • Experience in providing financial advisory services
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal abilities

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