Personal Financial Advisor

Company DescriptionTrident Wealth Management is one of the largest franchises of Old Mutual in South Africa. With offices in Durban and Johannesburg, we provide comprehensive financial planning and advisory services to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial futures.Role DescriptionThis is a full-time role as a Personal Financial Advisor at Trident Wealth Management. As a Personal Financial Advisor, you will be responsible for providing personalized financial planning services to clients, including retirement planning, investment management, and risk management. You will assess clients' financial situations, develop customized financial plans, and provide ongoing advice and guidance to help them achieve their financial goals. This is a hybrid role, which means you will be primarily based in our Durban office with the flexibility to work remotely for select tasks.QualificationsFinancial Planning, Personal Finance, and Finance skillsOne year Industry experienceRetirement Planning and Financial Services knowledgeStrong analytical and problem-solving skillsExcellent communication and interpersonal skillsAbility to build and maintain client relationshipsAttention to detail and accuracyProven ability to work effectively in a teamRelevant certifications such as CFP, NQF5, COB, RE5
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