Financial Advisor

Recruiter:

HR Genie

Job Ref:

FAA

Date posted:

Monday, May 10, 2021

Location:

Cape Town, South Africa

Salary:

Market related

SUMMARY:
Financial Advisor

POSITION INFO:

Our client, a financial services group are looking for Financial Advisors to join their team.

Duties and Responsibilities;

* Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses, and assets.
* Offering strategic advice on products and services, such as investments, insurance coverage, and debt management tools.

* Securing stocks and bonds and establishing progressive savings accounts.
* Moving money from accounts per industry and federal regulations.

* Performing market research to stay current with financial trends.
* Preparing financial documents, such as income projections and investment reports.
* Maintaining compliance with all rules and regulations in the financial industry.
* Identifying and pursuing potential clients to maintain a strong client base.

KEY SKILLS

* In-depth understanding of employer, industry, and federal regulations.
* Knowledge of financial options, including investments, loans, savings accounts, and stock options.
* Expertise in financial planning and investment strategies.
* Familiarity with the securities, mutual fund, and insurance industries.
* Advanced ability to analyze and explain market data.
* Proficiency with word processing, spreadsheet, database, and financial planning software.
* Analytical thinking skills and the ability to assess clients’ needs.
* Excellent communication abilities, including writing, speaking, and active listening.
* Effective sales, presentation, and customer service skills.
* Good organization and time management skills.

QUALIFICATIONS

* Matric.
* NQF level 5 or higher.
* RE5 Qualification.

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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