Financial Advisor / Planner
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Salary
≈ $10k – $25k per year (Estimated)
Location
In office
Seniority
Junior · 2+ years exp
Employment
Full-Time
Overview
Company
Impact
Profile match
Job Mail is a South African online job board offering a large selection of vacancies across the country and some positions abroad. Job seekers can search and apply for jobs online, upload a CV and receive job alerts, while employers and recruitment agencies can advertise positions to a broad national audience. The brand is one of the longer-established names in South African job advertising and is operated from South Africa.
Minimum requirements (Advantageous):
- RE5 Certification (essential).
- NQF Level 5 Qualification (essential).
- Relevant Diploma or Degree, with a Financial qualification being advantageous.
- Minimum 2 years’ experience as a Financial Advisor, with exposure to long-term insurance and investment products.
- Proven track record of consistently achieving sales targets and Key Performance Indicators (KPIs).
- Excellent communication, interpersonal and relationship-building skills.
- Professional telephone etiquette with a strong client-centric approach.
- Valid driver’s licence and reliable transport for business travel.
- Proficiency in Microsoft Excel, Word, Google Workspace (G Suite) and Zoom.
- Establish and maintain long-term client relationships.
- Conduct financial needs analysis to understand clients' financial goals.
- Provide regular financial reviews and updates.
- Educate clients on financial planning principles, investment strategies, and risk management.
- Develop bespoke financial plans based on clients' financial situations and goals.
- Offer advice on wealth management, investments, insurance, retirement, tax planning.
- Analyze financial data and recommend suitable financial products.
- Assist clients in structuring their portfolios for long-term growth and security.
- Assess clients' risk tolerance and recommend appropriate investment strategies.
- Monitor market trends and economic conditions to optimize portfolio performance.
- Provide recommendations on asset allocation and investment diversification.
- Review investment performance and make adjustments where necessary.
- Ensure compliance with FAIS (Financial Advisory and Intermediary Services Act) and FICA (Financial Intelligence Centre Act).
- Maintain records and documentation as per industry regulations.
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