Financial Advisor

The ideal candidate will deliver tailored financial advice aligned with customers' resources and goals to ensure positive financial futures and asset protection. You should offer proactive, on-demand financial services and advice to your assigned customer markets. Effective financial advice requires a thorough understanding of each customer's unique personal and financial circumstances and future goals. Strong interpersonal and communication skills are essential for building solid relationships.
Responsibilities:
Financial Planning Support:
Provide comprehensive financial planning support to clients, ensuring their financial goals and needs are met.
Prepare detailed financial plans, ensuring accuracy and thoroughness in every aspect.
Conduct personal consultations with private and business clients to offer tailored financial planning advice and solutions.
Client Relationship Management:
Advise clients on risk management, investment strategies, medical cover, retirement planning, and other financial needs, customized to each individual profile.
Manage, grow, and retain client relationships through continuous engagement and exceptional service.
Cultivate and maintain strong client relationships to build trust and loyalty.
Operational Excellence:
Utilize flexible working hours to accommodate clients' schedules and provide timely financial advice.
Work remotely to offer convenient and accessible financial services to clients.
Leverage a fully functional back-office support team to streamline processes and enhance client service.
Qualifications and Requirements

Matric or equivalent qualification
A clear criminal record
A clear credit record
Valid Driver's License
Access to a vehicle for work purpose
Minimum of 2 - 5 years of relevant work experience
MUST HAVE LAPTOP/TABLET
MUST HAVE RE5
Must have Class of Business
Must be self motivated and highly driven

Industry

Financial Services

Employment Type
Full-time
Job Type: Full-time
Experience:

Financial Advisor: 2 years (Required)

License/Certification:

RE5 and Class of Business (Required)

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