Financial Advisor

SUMMARY:
-

POSITION INFO:

Job Specification: Financial AdvisorOverview

Our clients are looking for qualified and experienced Financial Advisors to join their teams. The successful candidates will provide expert financial advice, develop tailored solutions for clients, and ensure compliance with regulatory requirements. This role requires an individual with strong analytical skills, a customer-focused approach, and the necessary industry qualifications.

Key Responsibilities

• Provide comprehensive financial advice to clients on investments, insurance, estate planning, and retirement options
• Assess client needs and develop customised financial plans and recommendations
• Source new business opportunities and build strong, long-term client relationships
• Ensure compliance with all relevant regulatory requirements and internal procedures
• Stay updated with financial market trends, products, and changes in legislation
• Maintain accurate records and prepare required reports
• Assist clients with claims, policy updates, and service queries

Minimum Requirements

• RE5 qualification (compulsory)
• NQF Level 5 qualification in finance, insurance, economics, or legal studies
• At least 3 years’ experience as a financial advisor or in a related financial services role
• Strong understanding of financial products, investment vehicles, and regulatory environment
• Excellent interpersonal, communication, and relationship-building skills
• Proficiency in financial planning tools and MS Office

Preferred Qualifications

• Degree in Economics or Law (legal qualification) is highly advantageous
• Track record of successfully managing client portfolios

Preferred Attributes

• High level of integrity and ethical standards
• Self-motivated and goal-oriented
• Adaptability and commitment to ongoing professional development

Location

• Positions Nationally available (even small remote towns)