Senior Financial Advisor

Our client in the Financial Services industry is seeking an experienced and mature Senior Financial Advisor to join their team in Port Elizabeth.

Requirements

• Proven working experience as a Financial Adviser (minimum 5 – 8 years)
• Track record of successful financial guidance
• Ability to analyse market’s financial data and to provide appropriate data-based advice
• Strong communication, negotiation and presentation skills
• Accuracy, attention to detail and the ability to explain complex information clearly and simply
• Excellent PC knowledge and ability to operate systems
• Current certificate of qualifications
  • Minimum RE5
  • NQF5 or CFP

Responsibilities:

• Provide advice across a wide variety of financial products and/or services
• Assess a client’s overall financial picture, understand their needs and develop a solid financial plan
• Guide clients towards a suitable financial decision (close a sale)
• Manage and grow client base and build long term relationships
• Network, generate leads and take opportunities necessary to meet sales targets
• Keep informed of new industry’s trends and research to offer sound financial advice
• Oversee the course of the financial plan and update it, if necessary, to ensure the best and most up-to-date advice is given
• Comply with all industry rules and regulations
• Liaise with providers and other any other professionals necessary to ensure best advice

Please consider your application unsuccessful should you not receive a response within 2 weeks of applying.