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Johannesburg: Financial Advisor

Date 2024-11-14
Job Title Financial Advisor
Employer
More Information
Salary 20000 Monthly
Category Sales
Location Gauteng
/ Johannesburg

Job Summary

The company deals with working capital offerings and as such they require a strong Financial Advisor that can promote their products and services to the wider public. The candidate must have: Some form of financial background and exposure to working capital and commercial funding in a B 2 B environment Strong sales and negotiation skills An active network that can be tapped into to obtain leads, appointments, and create market awareness Well-presentable and possess extremely well-developed communication skills Situated in either Gauteng Own infrastructure in terms of transport, laptop, Wi-Fi, and other paraphernalia. Work for the company from Monday to Friday, with no moonlighting or side business activities In turn, we offer this candidate a basic (to be determined) commission for successful converted clients, not leads or appointments

Financial Advisor position available in Gauteng, Johannesburg. This job position was posted by . The job has been posted on 2024-11-14 in the Sales category

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Apply directly for this position
Some posts have contact information included with other instructions. All applicants are urged to read the instructions carefully.
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Each job post has a link to take you directly to the original post to apply on their website or the original website where the post came from.


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Posted in Jobs in Gauteng, Jobs in Johannesburg

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Johannesburg: Financial Advisor

Date 2024-10-29
Job Title Financial Advisor
Employer
More Information
Salary Basic Salary + Commission
Category Accounting Finance
Location Gauteng
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Job Summary

Job Title: Financial Advisor (Investment Specialist) The Financial Advisor (Investment Specialist) plays a pivotal role in guiding individuals toward achieving their financial goals through comprehensive financial planning and investment management. This position is ideal for a motivated financial professional dedicated to building lasting relationships and delivering tailored financial solutions. Purpose of Position The Financial Advisor assists clients in developing personalized financial plans by assessing their current financial situations, setting clear financial objectives, and formulating strategies to achieve them. This includes providing expert advice on investment management, retirement planning, and tax planning. Key Responsibilities Financial Planning : Conduct thorough financial assessments to understand clients goals and analyze their current financial status, creating customized financial plans to meet those goals. Investment Management : Recommend appropriate investment strategies and products based on clients“ risk tolerance and financial objectives. Monitor and manage investment portfolios to optimize performance. Retirement Planning : Help clients estimate their retirement needs and devise strategies to accumulate sufficient funds for a comfortable retirement. Tax Planning : Offer guidance on tax-efficient investment strategies and identify methods to reduce tax liabilities. Client Education : Enhance clients“ financial literacy by educating them on financial concepts, investment options, and market trends. Compliance and Regulatory Adherence : Ensure adherence to relevant financial regulations and maintain appropriate fit and proper requirements. Client Relationship Management : Build strong, long-term relationships with clients by delivering exceptional service and maintaining regular communication. Market Research and Analysis : Stay updated on the latest market trends and financial products to provide informed advice. Continual Professional Development : Participate in ongoing education and training to keep abreast of industry changes and new financial planning strategies. Networking and Business Development : Expand a network of potential clients and industry contacts to grow the client base. Ethical Conduct : Uphold the highest ethical standards, prioritizing clients“ interests in all financial interactions and recommendations. Skills and Attributes Proficient in Microsoft Office 365 (Word, Excel, Outlook, MS Teams, PowerPoint) Strong written and verbal presentation skills Excellent active listening and critical thinking abilities Professional demeanor and presentation Reliable transportation Ability to interact professionally with clients and product providers Capability to perform under pressure Attention to detail and a proactive approach Ability to meet targets and deadlines while organizing work efficiently Team-oriented mindset Required Knowledge/Experience A minimum of 5 years in a financial advisory role. Required Qualifications A bachelors degree in financial planning or a similar field. Completion of Regulatory Examination 5 for representatives. CERTIFIED FINANCIAL PLANNER® designation is a valuable addition. Remuneration Competitive salary structure that includes a basic salary plus commission based on book size, experience, and qualifications, along with an annual performance bonus incentive. This role offers an exciting opportunity for a driven individual to make a significant impact in the financial planning sector, fostering lasting relationships and helping clients navigate their financial journeys.

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Apply directly for this position
Some posts have contact information included with other instructions. All applicants are urged to read the instructions carefully.
We will list jobs at the bottom of each job, so feel free to scroll down and continue your search.

We do not accept any job applications and merely offer the service of daily jobs being mined and displayed on our job portal.
Each job post has a link to take you directly to the original post to apply on their website or the original website where the post came from.


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Share this to someone who needs a job:
Posted in Jobs in Gauteng, Jobs in Johannesburg

More Jobs in Your Area

Johannesburg: Financial Advisor

Date 2024-10-29
Job Title Financial Advisor
Employer
More Information
Salary R200 000 Per Annum
Category Accounting Finance
Location Gauteng
/ Johannesburg

Job Summary

Job Description: Financial Advisor The Financial Advisor is responsible for conducting comprehensive financial needs analyses focused on life and investment planning. This role involves utilizing extensive expertise to provide tailored financial advice to clients, with an emphasis on expanding the client base through proactive prospecting and networking. Key

Responsibilities:

Sales Opportunities Creation: Develop a personal network within the assigned sales territory and represent the organization at industry events to identify new sales opportunities. Foster referrals and recommendations from existing clients to enhance the organization`s reputation. Customer Needs Clarification: Consult with clients at various levels to identify their specific needs and desired outcomes. Conduct thorough financial needs analyses and client portfolio assessments to provide informed financial advice. Sell Customer Propositions: Recommend products or services that align with clients` needs, effectively communicating the benefits and inviting them to make purchases under standard terms and conditions. Customer Onboarding: Guide clients through advanced features of products or services, connecting those features with their specific pain points to ensure a seamless onboarding experience. Performance Management: Actively pursue personal objectives and utilize performance management systems to enhance individual performance. Customer Relationships Development: Implement a comprehensive customer contact plan to engage clients in relevant sales campaigns. Serve as the primary point of contact for customer queries, resolving issues and ensuring satisfaction. Client Document Management: Ensure compliance with company-wide document management systems and maintain organized client records. Operational Compliance: Understand and adhere to the organization`s policies and relevant regulatory standards to ensure compliance in all actions. Personal Capability Building: Engage in continuous professional development through training, assessment activities, and maintaining relevant external accreditations. Qualifications: A minimum of Matric/Grade 12 or equivalent, along with 120 FAIS credits (NQF 5) in Wealth Management. RE5 certification is essential, while additional qualifications such as CFP or equivalent are advantageous. A minimum of two years` experience as a financial advisor within the financial services industry, particularly with affluent clients in life and investment products. The ideal candidate will possess strong interpersonal skills, a customer-focused approach, and the ability to effectively manage complex information. They will demonstrate resilience, accountability, and a passion for helping clients achieve their financial goals.

Financial Advisor position available in Gauteng, Johannesburg. This job position was posted by . The job has been posted on 2024-10-29 in the Accounting Finance category

Click Go Apply to apply online!


You might also like to look at the available jobs in the same area.

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Apply directly for this position
Some posts have contact information included with other instructions. All applicants are urged to read the instructions carefully.
We will list jobs at the bottom of each job, so feel free to scroll down and continue your search.

We do not accept any job applications and merely offer the service of daily jobs being mined and displayed on our job portal.
Each job post has a link to take you directly to the original post to apply on their website or the original website where the post came from.


Here are some more related positions


Johannesburg South: Personal Financial Advisor posted by LKB Consult

Join a leading FSP as a Financial Adviser earn up to 100% commission.Were expanding and looking for ambitious financial advisers to help us reach new heights.Whats in it for you?Up to 100% Commission and guaranteed monthly bonuses for your first year! Inc


View Job
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Posted in Jobs in Gauteng, Jobs in Johannesburg

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