Financial Advisor

Position advertised:  Financial Adviser

Job specification

Financial advisors help clients plan for their short-term and long-term financial goals, including buying a home, paying for their children's education, and retirement. They might also provide investment, tax, and insurance advice.

Duties and responsibilities

• Provide holistic financial planning advice to private and business clients by identifying their

• Investment and lifestyle needs. Identify new business opportunities and develop and

• Implement strategies, and manage individual and corporate relationships.

• Source, develop and cultivate your own client base by networking, referrals and prospecting

• Meet clients in person to provide them with financial planning advice and solutions

• Provide on-going financial planning advice to “retained” clients

•  Develop and implement strategies to obtain and manage business opportunities arising within

  Private and Corporate accounts

• Manage and strengthen relationships

• Resolve client concerns, queries and/or complaints

Qualifications and skills required

• Matric is essential

• Tertiary qualification advantageous

• Ability to network

• Excellent communication skills

Experience needed

• Two years’ working experience in a similar role.

Minimum requirements

• Matric