Financial Advisor

Location: Johannesburg, Gauteng, South Africa
Salary: ZAR700000 - ZAR800000 - Negotiable
Recruiter: Robert Walters
Job Ref: 50441073/001_1559638..
Summary: A strong Financial Advisor is required to join this reputable and well-established bank in Johannesburg.

 

 

Job Description

Looking for a Chartered Accountant to join a well-established and reputable Financial Service Provider. This is an excellent opportunity to be in a client facing role working with HNWI's and stakeholders across the business.

Responsibilities include but are not limited to:

  • Provide financial advice to clients
  • Conduct analysis of the client's financial affairs, run a risk inventory and develop a financial plan
  • Perform annual financial reviews with clients
  • There is a sales element to this role - you need to be able to engage effectively with internal stakeholders from other divisions in order to gain access to clients.
  • Assist with the distribution of life insurance products

Requirements:

  • Qualified CA(SA) with 1 - 4 years PQE
  • Understanding of long-term insurance
  • Strong tax knowledge
  • Stakeholder engagement experience
  • Strong interpersonal skills

 

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