Financial Advisor
Role Overview
We are seeking a driven and professional Financial Advisor to provide sound, comprehensive financial advice and guidance to clients. This role is ideal for an entrepreneurial individual who is passionate about helping clients achieve financial security and long-term wealth creation.
Duties & Responsibilities
- Provide tailored, comprehensive financial advice aligned to clients’ short-, medium-, and long-term goals
- Educate, empower, and coach clients to better understand their financial circumstances and make informed decisions
- Conduct detailed financial needs analyses covering:
- Income and expenses
- Budgeting and cash flow planning
- Insurance and risk cover
- Retirement planning
- Tax considerations
- Investment strategies
- Estate planning and wealth accumulation
- Develop customised financial plans and implement appropriate solutions
- Review and analyse clients’ financial data regularly to adjust plans as life or economic circumstances change
- Build and maintain strong, long-term client relationships
- Identify and cultivate new business opportunities through networking and referrals
- Ensure clients’ financial goals are achieved while delivering exceptional service
Minimum Requirements
- Matric (essential)
- Own reliable transport
- Valid driver’s license
- Own laptop
- Clear credit history
- No criminal record
Competencies & Attributes
- Ethical and professional approach to work
- Target-driven and results-oriented mindset
- Self-starter with entrepreneurial spirit
- Strong networking and relationship-building skills
- Effective time management and organisational skills
- Strong numeracy and analytical ability
- High level of discretion and understanding of client confidentiality
- Excellent customer service and active listening skills
- Proficient computer skills and ability to adapt to new systems
Package & Remuneration
- Market-related remuneration
- Unlimited earning potential
- Full details to be discussed during the initial interview
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