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Sandton: In-House Financial Advisor posted by Covision Group

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Job Description

About the Role

Covision Group is seeking an experienced and client-focused In-House Financial Advisor to join our team. As a key member of our financial services division, you will provide expert financial and investment guidance to our clients, helping them achieve their financial goals with integrity and precision.

Key Responsibilities

  • Conduct detailed financial assessments to understand each client’s current financial status, goals, and risk profile.
  • Build tailored financial strategies aligned with clients’ life stages and long-term objectives.
  • Develop comprehensive financial plans, including investment strategies, retirement and estate planning, and savings goals.
  • Provide clear, actionable recommendations that align with clients’ needs and our product offerings.
  • Identify and evaluate potential financial risks and recommend appropriate insurance or investment solutions to mitigate them.
  • Advise clients on protective measures to safeguard their assets and income streams.
  • Empower clients with knowledge about investment options, savings plans, and market trends.
  • Simplify complex financial concepts to ensure clients understand their financial plans and decisions.

Requirements

  • Bachelor’s degree in Finance, Economics, Business, or a related field.
  • Relevant certifications such as Certified Financial Planner (CFP) , RE5 etc.
  • 13 years of experience as a financial advisor or similar role within the financial services industry.
  • Strong analytical and problem-solving skills with a proven ability to translate financial data into actionable insights.
  • Sound understanding of investment products, tax-efficient planning, and market dynamics.

Qualifications

  • Bachelor’s degree in Finance, Economics, Business, or a related field.

Salary & Benefits

Salary: TBA (to be discussed during the interview process)

[No additional benefits mentioned in the original job description]

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

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About Accounting / Finance Jobs in North Johannesburg

North Johannesburg is home to a thriving financial services sector, with many multinational companies having operations in the region. Typically, the accounting and finance industry in this area experiences steady demand for skilled professionals, driven by the growth of the economy and the need for organisations to maintain accurate financial records and make informed business decisions.

When it comes to salaries, typically the range for accounting and finance positions in North Johannesburg is quite broad, with experience, company size, and industry sector all playing a significant role in determining actual salaries. Generally, junior positions in this field can expect salary ranges of around R400 000 to R600 000 per annum, while senior roles can command salaries upwards of R1 million. However, it’s essential to note that these are broad estimates, and actual salaries may vary significantly depending on individual circumstances.

Common skills required for accounting and finance positions in North Johannesburg include proficiency in financial software, such as SAP or Excel, as well as a solid understanding of financial principles and regulations. Typically, candidates with a degree in accounting or finance, as well as relevant work experience, are best positioned to secure these roles. Other key skills include attention to detail, analytical thinking, and effective communication.

The financial services sector is one of the most significant industries that commonly employs accountants and finance professionals in North Johannesburg. Other sectors that often require these skills include technology, manufacturing, and retail. Typically, organisations in these industries need accounting and finance staff to manage their financial transactions, prepare financial statements, and provide insights to inform business decisions.

For those interested in pursuing a career in accounting or finance, there are many opportunities for development and advancement. Typically, junior roles can provide valuable experience and training, which can be used as a springboard for more senior positions within the organisation. External training programs, such as certifications offered by the South African Institute of Chartered Accountants (SAICA), can also enhance career prospects. With dedication and hard work, it’s generally possible to progress to leadership roles or transition into related fields, such as business analysis or financial planning.

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This information provides general career guidance. Actual salaries and requirements vary by employer.



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