| Date | 2025-01-11 |
|---|---|
| Job Title | Salaried Financial Advisor |
| Employer | Fouche & Co Recruitment More Information |
| Salary | 20000 |
| Category | Finance Accounting |
| Location |
Kwazulu Natal / Umhlanga |
Job Summary
Responsibilities:
- Work with the company’s book of clients to meet and review their portfolios, providing professional financial advice and offerings.
- Prospect and obtain new clients in the market to add to our extensive book.
- Provide financial products and services in a professional manner, building rapport and confidence with clients.
- Collaborate with various FSPs and internal departments to resolve concerns or queries effectively and efficiently.
- Maintain ongoing communication with clients.
- Develop comprehensive financial plans tailored to individual clients.
- Provide advice on investment strategies, retirement planning, estate planning, and tax optimization.
- Stay informed about market trends and economic developments.
- Assess clients’ risk tolerance and recommend appropriate risk management strategies.
- Provide advice on investment and risk products.
- Identify opportunities for cross-selling and upselling financial services.
- Network with professionals, attend industry events, and participate in marketing initiatives.
- Ensure compliance with industry regulations and ethical standards.
- Maintain accurate records and documentation.
- Stay updated on changes in financial laws and regulations.
- Prepare regular reports for management and clients
Requirements:
- Minimum Matric with Tertiary Education in a Finance-related field (NQF5: Wealth Management/BCom) – Non-Negotiable!
- RE5 – Non-Negotiable!
- Relevant Class of Business in place
- Fit and Proper
- Minimum 3 years in a Financial Planning role
- Excellent command of Microsoft Excel or related software
- Experience in working with professionals and high-net-worth clients
- Previous book not a requirement
- Driver’s License and Own Vehicle – Non-Negotiable!
Remuneration: R20 000 – R30 000
**Only shortlisted candidates will be contacted**
Salaried Financial Advisor position available in Kwazulu-Natal, Umhlanga. This job position was posted by Fouche & Co Recruitment. The job has been posted as a char8000 ad on 2025-01-11 at 01:02:40 in the Finance Accounting category
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