Financial Advisor

SUMMARY:
Financial Advisor

POSITION INFO:
Job Description Role: Financial Advisor Category: Wealth Management Location: Durban Are you a seasoned financial professional with a passion for guiding clients through complex investment and retirement landscapes? Key Responsibilities: As a Financial Advisor, you will provide personalized advice with a focus on investment portfolios, retirement planning, and wealth preservation. Your core duties will include: Tailored Financial Planning: Conducting in-depth needs analyses to develop financial plans aligned with clients'''' life goals. Retirement Expertise: Developing and implementing strategies for South African retirees and expatriates to ensure lifestyle sustainability. Investment Guidance: Advising on offshore options, annuities, living annuities, and tax-efficient drawdown strategies. Cross-Border Advisory: Navigating complex issues such as foreign pensions, dual tax residency, currency risk, and international estate planning. Client Relationship Management: Building long-term relationships based on trust and transparency while conducting regular portfolio reviews. Compliance & Technical Proficiency: Ensuring all advice remains compliant with South African financial legislation (FSCA, SARS, SARB) and managing client interactions through CRM systems like AtWork. Role Requirements: Our client is looking for an individual who balances technical mastery with exceptional interpersonal skills. To be considered, you should possess: Educational Background: A Bachelor's degree in Finance, Economics, or a related field. Professional Designation: Certified Financial Planner (CFP®) designation or equivalent. Extensive Experience: A minimum of 10 years in financial advisory, specifically focused on investments and retirement planning. Proven Track Record: Demonstrated success working with high-net-worth individuals, retirees, and expatriates. Licensing: RE5\/RE1 certification as an authorized representative is required. Essential Traits: High levels of integrity, empathy, resilience, and a problem-solving mindset. Digital Proficiency: Comfort in conducting virtual consultations via Teams and proficiency in Excel or Google Sheets for financial calculations.