Pretoria: Financial Advisor posted by Hire Resolve
Posted on 2025-04-30 00:00:00
| Employer | Hire Resolve |
|---|---|
| Category | Other Finance/Accounting |
| Location | Gauteng / Pretoria |
Job Summary
Hire Resolve is seeking a motivated and knowledgeable Financial Advisor for our client based in Pretoria. This position is ideal for individuals who have a passion for financial planning and providing tailored financial solutions to clients.
Responsibilities:
- Develop and manage a portfolio of clients, offering comprehensive financial planning and investment advice.
- Assess clients’ financial needs and goals to create customised solutions.
- Stay informed about financial markets, investment products, and regulatory changes.
- Build and maintain strong relationships with clients, providing ongoing support and advice.
- Conduct regular reviews of clients’ portfolios to ensure alignment with their goals.
- Collaborate with the team to enhance client acquisition and retention strategies.
- Participate in ongoing training and professional development to stay current in the industry.
Requirements:
- Minimum of 2 years of experience in financial services or as a financial advisor.
- Previous experience with bank brokers or reputable advisory firms.
- Relevant financial qualifications (e.g., CFP, RE5) are preferred.
- Strong communication and interpersonal skills.
- Excellent analytical and problem-solving abilities.
- High level of professionalism and ethical standards.
- Ability to work independently and as part of a team.
- Strong sales and negotiation skills.
Benefits:
- Competitive salary and commission structure
- Access to an independent FSP option with multiple income streams.
If you meet the above requirements and want to make a career-changing move, apply today by either filling in the online application form or by emailing your CV to *****@*****.co.za
We will contact you telephonically in 3 days should you be suitable for this vacancy.
If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.
Click Go Apply to apply online!
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