Financial Advisor

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.

Key Responsibilities

• 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)

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.