Salaried Financial Advisor

Responsibilities: Work with the companys book of clients to meet and review their portfolios, providing professional financial advice and offerings. Prospect and obtain new clients in the market to add to our extensive book. Provide financial products and services in a professional manner, building rapport and confidence with clients. Collaborate with various FSPs and internal departments to resolve concerns or queries effectively and efficiently. Maintain ongoing communication with clients. Develop comprehensive financial plans tailored to individual clients. Provide advice on investment strategies, retirement planning, estate planning, and tax optimization. Stay informed about market trends and economic developments. Assess clients risk tolerance and recommend appropriate risk management strategies. Provide advice on investment and risk products. Identify opportunities for cross-selling and upselling financial services. Network with professionals, attend industry events, and participate in marketing initiatives. Ensure compliance with industry regulations and ethical standards. Maintain accurate records and documentation. Stay updated on changes in financial laws and regulations. Prepare regular reports for management and clients Requirements: Minimum Matric with Tertiary Education in a Finance-related field (NQF5: Wealth Management/BCom) - Non-Negotiable RE5 - Non-Negotiable Relevant Class of Business in place Fit and Proper Minimum 3 years in a Financial Planning role Excellent command of Microsoft Excel or related software Experience in working with professionals and high-net-worth clients Previous book not a requirement Drivers License and Own Vehicle - Non-Negotiable Remuneration: R20 000 - R30 000 Only shortlisted candidates will be contacted

Location: Umhlanga Rocks, ZA

Posted Date: 1/10/2025