Financial Advisor Job DescriptionThe role of a financial advisor demands utmost professionalism, integrity, and a customer-centric approach.
An accredited financial advisor commands the respect and trust of customers who are entrusting their financial futures to them.This role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing "fit for purpose" financial plans and solutions.Duties & ResponsibilitiesProvide appropriate financial advice in line with the customer's resources and financial goals to enable positive financial futures and protection of assets and estate.Provide pro-active, on-demand financial service and advice to customers within your allocated customer markets.Understand the customer's personal and financial circumstances to provide relevant and appropriate financial advice, building solid relationships through strong interpersonal and communication skills.BenefitsFree Adviser Academy Learning Programme which will qualify you to operate as a Personal Financial Adviser.Payment of a Living Allowance during the first three months of completing the Adviser Academy Learning Programme for accreditation as a licensed Financial Adviser.Upon successful completion of the Adviser Academy Learning Programme and accreditation, you will receive market competitive remuneration in the form of commission & advice fees, medical aid, group life, funeral, and disability cover.Exceptional support, development coach/mentor, and ongoing learning and training.First-class technology.A great culture with people who do great things every day.Desired Experience & QualificationsA clear criminal record.A clear credit record.Valid Driver's License.Access to a vehicle for work purposes.Minimum of 2 - 5 years of relevant work experience.
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