Financial Advisor

1 week ago

Soweto, Gauteng, South Africa Discovery Limited Full time R900 000 - R1 200 000 per year

FINANCIAL ADVISOR ( SALARIED)
SANDTON
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 need. The Financial Advisor will always conduct financial needs analysis and or assess risk appetite before recommending changes to their existing product structure and 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 or 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
  • designing financial strategies
  • 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
  • Review client policies regularly to determine if adjustments are needed because of personal or financial changes

Personal Attributes And Skills

  • Strong Customer focus
  • Networking skills
  • Proactive engagement
  • Service orientated mind-set is critical
  • Strong Planning and organisational skills

Qualifications And Experience
Minimum

  • Wealth management qualification with at least 120 credits
  • RE5 qualification
  • At a minimum 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.

  • Financial Advisor

    7 days ago

    Soweto, Gauteng, South Africa Metropolitan Full time R250 000 - R500 000 per year

    Closing Date2025/11/30 Reference NumberMMH Job TitleFinancial Advisor - Soweto Position TypePermanent Role FamilySales ClusterMetropolitan Life Remote OpportunitySome of the time Location - CountrySouth Africa Location - ProvinceGauteng Location - Town / CitySoweto IntroductionMetropolitan is one of the oldest financial services brands in South Africa. With...

  • Vesting and On-boarding Consultant: SLS SC SFP

    2 weeks ago

    Soweto, Gauteng, South Africa Sanlam Full time R900 000 - R1 200 000 per year

    Who are we?Sanlam, is dedicated to support, grow and empower clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,400 tied advisors and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be...

  • Climate Resilience Advisor, Gauteng

    7 days ago

    Soweto, Gauteng, South Africa C40 Cities Full time R1 036 800 - R1 500 000 per year

    BackgroundC40 is a network of nearly 100 mayors of the world's leading cities, who are working to deliver the urgent action needed right now to confront the climate crisis, and create a future where everyone, everywhere can thrive. Mayors of C40 cities are committed to using a science-based and people-focused approach to help the world limit global heating...

  • MFC Salaried Financial Advisor( Recruitment Pool)

    2 days ago

    Soweto, Gauteng, South Africa Old Mutual Full time R250 000 - R500 000 per year

    Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job DescriptionRequirements: Skills, Qualifications and Experience required· Grade 12 (Matric).· Valid Driver's licence and Own Car· FAIS Compliance· Clear criminal and credit check· Minimum of 3 years working experience...

  • Learning & Development Consultant / Training Consultant

    6 days ago

    Soweto, Gauteng, South Africa Discovery Limited Full time R450 000 - R900 000 per year

    *Learning and Development ConsultantDiscovery Institute of TrainingSandton - HybridAbout 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...

  • Regional Marketing Consultant: SLS SC SFP

    1 week ago

    Soweto, Gauteng, South Africa Sanlam Full time R500 000 - R1 200 000 per year

    Who are we?Sanlam, is dedicated to support, grow and empower clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,400 tied advisors and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be...

  • AWS Business Development Manager

    2 weeks ago

    Soweto, Gauteng, South Africa 3174bf0b-f362-4f34-837b-d97de080db72 Full time R120 000 - R180 000 per year

    Company DescriptionLSD Open is a forward-thinking technology partner specialising in delivering innovative solutions tailored to accelerate digital transformation. Since our inception in 2001, we have been pioneers in leveraging open-source software to drive business success. Over the years, we have expanded our expertise to include managed services, cloud...

  • Bond Originators

    2 weeks ago

    Soweto, Gauteng, South Africa IGrow Wealth Investments Full time R500 000 - R1 500 000 per year

    IGrow Home Loans, proudly positioned asone ofSouth Africa'stop award winning bond origination companies,is seekingBond Originatorsfor a position based inSouth Africa.Are you a driven and ambitious Bond Originator seeking an opportunity to elevate your career? Join our dynamic team, where your expertise in property finance and home loans will be rewarded with...

  • Sales Manager: Cornerstone

    7 days ago

    Soweto, Gauteng, South Africa Assupol Life Full time R500 000 - R1 200 000 per year

    DescriptionTo recruit, maintain, develop sales representative and set targets within Cornerstone Regions.1. Plan and Implement Sales plan at Regional level• Develop sales plan to attain set goals/targets• Communicate the sales plan to sales teams• Identify & agree on individual roles and responsibilities• Recruit resources according to HR Plan•...

  • Compliance Practitioner

    7 days ago

    Soweto, Gauteng, South Africa 368ab7bb-7e63-47cd-ada9-ca4cf297a3d6 Full time R500 000 - R750 000 per year

    RoleThis role will be a key member of the Compliance Team that supports BDO South Africa in building a resilient and successful business, by:Designing and facilitating effective and efficient compliance processes with clearly defined roles and responsibilities, that enable business to deliver exceptional client serviceBeing a trusted advisor to business,...