About Discovery Discovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.
Key Purpose of the Role The role involves policy and benefit reviews to identify client needs. The financial adviser will ensure that clients are always aware of product enhancements that may benefit their existing or new need. The financial adviser will always conduct financial needs analysis and/or assess risk appetite before recommending changes to their existing product structure and/or fund portfolios.
Job Category We are looking for a suitably experienced financial adviser to become part of our vibrant and dynamic sales team. This individual will consult with existing Discovery Life, Invest and Insure clients to offer them specialist advice on their current products, benefits, and/or fund selection. This role drives ongoing servicing of existing clients and as such is remunerated on a non-commissionable basis.
Key Responsibilities Your tasks will typically involve:
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.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.Reviewing client policies regularly to determine if adjustments are needed because of personal or financial changes.Personal Attributes and Skills Service-orientated mind-set is critical.Strong planning and organisational skills.Qualifications and Experience Minimum Wealth management qualification with at least 120 credits.At a minimum, 2 years' experience as a financial adviser.Beneficial Understanding of financial planning.Knowledge of insurance (short-term, health, risk, and investment industry).EMPLOYMENT EQUITY
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.
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