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Financial Advisor

2 months ago

Pretoria, South Africa Hire Resolve Full time

Hire Resolve is seeking a motivated and knowledgeable Financial Advisor for our client based in Pretoria. This position is ideal for individuals who have a passion for financial planning and providing tailored financial solutions to clients.

Responsibilities:
  • Develop and manage a portfolio of clients, offering comprehensive financial planning and investment advice.
  • Assess clients' financial needs and goals to create customised solutions.
  • Stay informed about financial markets, investment products, and regulatory changes.
  • Build and maintain strong relationships with clients, providing ongoing support and advice.
  • Conduct regular reviews of clients' portfolios to ensure alignment with their goals.
  • Collaborate with the team to enhance client acquisition and retention strategies.
  • Participate in ongoing training and professional development to stay current in the industry.

Requirements

  • Minimum of 2 years of experience in financial services or as a financial advisor.
  • Previous experience with bank brokers or reputable advisory firms.
  • Relevant financial qualifications (e.g., CFP, RE5) are preferred.
  • Strong communication and interpersonal skills.
  • Excellent analytical and problem-solving abilities.
  • High level of professionalism and ethical standards.
  • Ability to work independently and as part of a team.
  • Strong sales and negotiation skills.

Benefits

  • Competitive salary and commission structure
  • Access to an independent FSP option with multiple income streams.

If you meet the above requirements and want to make a career-changing move, apply today by either filling in the online application form or by emailing your CV to Financialcareers@hireresolve.za.com

We will contact you telephonically in 3 days should you be suitable for this vacancy.
If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.