Financial Advisor

SUMMARY:
Bedfordview - Our client is a respected leader in the financial services industry with over 30 years of success. They are seeking a Financial Advisor to provide tailored advice and long-term insurance solutions to professionals.

POSITION INFO:
As a Financial Advisor, you will manage a portfolio of clients, provide ongoing financial planning support, and develop new business opportunities. You will offer advice on investment strategies, retirement planning, estate planning, and risk management, while ensuring compliance with all financial regulations. The role requires a confident, client-focused professional with strong technical and interpersonal skills.

Key Responsibilities:

• Manage and review client portfolios, providing professional financial advice.
• Prospect and acquire new clients to grow the portfolio.
• Deliver financial products and services in a professional and client-focused manner.
• Collaborate with Financial Service Providers (FSPs) and internal departments to resolve client queries.
• Maintain regular client communication and build long-term relationships.
• Develop comprehensive financial plans tailored to client needs.
• Provide advice on investments, retirement planning, estate planning, and tax optimisation.
• Assess client risk profiles and recommend appropriate strategies.
• Identify opportunities for cross-selling and upselling services.
• Network with professionals, attend industry events, and contribute to marketing initiatives.
• Ensure compliance with all industry regulations and maintain accurate documentation.
• Prepare regular reports for clients and management.

• Client-focused with excellent relationship-building skills
• Strong analytical and problem-solving ability
• Professional communication and presentation skills
• Results-driven with a proactive approach
• Ethical, compliant, and detail-orientated

• Matric with tertiary qualification in Finance (NQF5: Wealth Management / BCom) – Non-negotiable
• RE5 certification – Non-negotiable
• Relevant Class of Business certifications in place
• Fit and Proper status required
• Minimum 3 years’ experience in a Financial Planning role
• Proficiency in Microsoft Excel and related software
• Experience with professionals and high-net-worth clients
• Driver’s license and own vehicle – Non-negotiable
• Existing client book not required