Financial Advisor - Umhlanga, South Africa - GJM Ultra Brokers

Description

Job Title:
Financial Advisor


Job Summary:

We are seeking a highly skilled, self-motivated, and dynamic individual who is passionate and has entrepreneurial spirit to join our growing team.

The ideal candidate should have a deep understanding of financial planning and investments. The successful candidate will also possess excellent communication and interpersonal skills to build and maintain strong client relationships.


Responsibilities:
Responsible for the procurement of new business.

Provide customized financial planning and investment advice to existing and new clients based on their individual goals, risk tolerance, and financial situation.

Develop and maintain a comprehensive understanding of financial products, investment strategies, tax laws, and regulatory requirements.
Analyze financial data, review clients' investment portfolios, and make recommendations to optimize their financial objectives.
Assist clients in completing applications, medical examinations, and all other documentation required for insurance underwriting.
Continuously monitor and review client portfolios to ensure policies remain relevant, efficient, and aligned with their evolving needs.

Face to face meetings and brand awareness – with regards to our Tax Department, Billing Department, Short Term Department, Fiduciary etc.

Qualifications:
Bachelor's degree in finance, accounting, economics, or related field.
A professional certification such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) is highly desirable.

Proven track record as a Financial Advisor, with a minimum of - 5 years of relevant experience in financial planning and investment management.

FAIS Compliance
RE5
Valid driver's license and own vehicle (Non-negotiable)
Clear criminal and credit check
Minimum of - 5 years working experience (preferably in sales)
Excellent Communication Skills

Preference will be given to suitably qualified candidates