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Durban: Internal Advisor – Durban posted by Headhunters

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Job Description

About the Role

Our client in the financial advisory and healthcare solutions industry based is seeking to employ an Internal Advisor to join their team based in Kloof, Durban. The role focuses on providing advanced technical and administrative support to financial advisors and their clients, ensuring optimal client outcomes and regulatory compliance.

Key Responsibilities

  • Prepare client review schedules
  • Prepare proposals and Records of Advice (ROA)
  • Assist with review meeting preparation and documentation
  • Draft meeting minutes
  • Prepare new business reports
  • Support estate planning processes
  • Support portfolio rebalancing activities
  • Manage workflow of advisory assistants
  • Prepare Records of Advice for local and offshore investments and long-term assurance products
  • Develop financial plans covering:
  • Death benefits
  • Disability cover
  • Retirement planning
  • Estate planning
  • Conduct investment portfolio and fund research to support recommendations
  • Analyse client investment and risk product portfolios
  • Stay updated on changes in tax legislation and regulatory requirements
  • Ensure all recommendation paperwork aligns with deal sheets and compliance requirements
  • Investigate new product opportunities, structures, and investment strategies
  • Provide technical support to administrators, clients, and planners
  • Maintain ongoing client communication and follow-ups
  • Participate in advice forums and investment sub-committees as technical liaison
  • Support governance and advisory processes
  • Mentor and support administrative team members
  • Promote knowledge sharing and professional development

Requirements

  • Relevant Degree
  • Post Graduate Diploma in Financial Planning (completed or in progress)
  • Strong client service communication skills (verbal and written)
  • Strong analytical and problem-solving skills
  • Excellent organising and planning ability
  • High attention to detail
  • Ability to work independently and within a team
  • Ability to work under pressure and meet deadlines
  • High accountability and professionalism
  • Willingness to pursue continuous professional development
  • Ability to operate in a paperless and digital work environment
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Qualifications

No formal qualifications mentioned.

Salary & Benefits

Salary information not provided.

How to Apply

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

About Other Finance/Accounting Jobs in Kwazulu-Natal

In Kwazulu-Natal, South Africa, the finance and accounting profession is a vital component of various industries, contributing to the country’s economic growth and stability. Typically, job seekers in this field can expect to find opportunities across a range of sectors, including financial services, technology, manufacturing, and more.

Generally speaking, salaries for finance and accounting professionals in Kwazulu-Natal vary widely depending on factors such as level of experience, company size, industry sector, and specific role requirements. Typically, junior positions in this field may command salary ranges between R400 000 to R700 000 per annum, while senior roles can fetch salaries between R1 million to R3 million per annum or more. However, it’s essential to note that these are broad estimates and actual salaries can vary significantly based on individual circumstances.

Common skills for finance and accounting professionals in Kwazulu-Natal include proficiency in financial software such as SAP, Oracle, or Microsoft Dynamics, as well as strong analytical and problem-solving skills. Typically, candidates with a degree in finance, accounting, or related fields, as well as certifications like the CFA or CA (South Africa) designation, are highly sought after. Other essential skills often include excellent communication and leadership abilities, as well as the capacity to adapt to changing business environments.

Various industries commonly employ finance and accounting professionals, including the financial services sector, technology industry, manufacturing sector, and more. The financial services sector is particularly prominent in Kwazulu-Natal, with many banks, insurance companies, and other financial institutions operating in the province. Technology companies are also increasingly looking for skilled finance professionals to manage their finances and operations.

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Career development opportunities for finance and accounting professionals in Kwazulu-Natal are numerous. Typically, senior roles may involve managing teams of junior accountants or financial analysts, while more experienced professionals can move into leadership positions such as Chief Financial Officer (CFO) or Director of Finance. Others may choose to specialize in areas like forensic accounting, tax consulting, or risk management, offering a range of career progression paths and opportunities for advancement.


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



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