Financial Advisor - Randburg, South Africa - Arivu Recruitment and Consulting

Arivu Recruitment and Consulting
Arivu Recruitment and Consulting
Verified Company
Randburg, South Africa

1 week ago

Thabo Mthembu

Posted by:

Thabo Mthembu

beBee Recruiter
Description

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Position:
Financial Advisor_

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Location: Randburg, Gauteng_

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Remuneration: Commission only_

A Liberty affiliated client is looking for dynamic and ambitious Financial Advisors to join their growing team


A Financial Advisor is responsible for educating clients on the products and services available to help them best utilize their available funds and achieve important monetary goals.


GENERAL MUST HAVE:


  • Valid driver's licence.
  • Own reliable vehicle.
  • Own laptop.
  • Clear credit and criminal record.

QUALIFICATIONS & EXPERIENCE

  • Diploma or Degree.
  • Minimum experience: 3 years in a similar role.
  • Sales experience / background is a must have.

SKILLS REQUIRED

  • Indepth understanding of industry and federal regulations.
  • Knowledge of financial options, including investments, loans, savings accounts and stock options.
  • Expertise in financial planning and investment strategies.
  • Familiarity with securities, mutual fund and insurance industries.
  • Advanced ability to analyse and explain market data.
  • Proficiency with word processing, spreadsheet, database and financial planning software.
  • Analytical thinking skills.
  • Ability to assess clients' needs.
  • Excellent communication abilities, including writing, speaking and active listening.
  • Effective sales, presentation and customer service skills.
  • Good organisation and time management skills.
  • Fast learner.
  • Problem solving skills.
  • Attention to detail.
  • Strong leadership skills.
  • Ambitious and determined.
  • Gogetter personality.
  • Money and target driven.

DUTIES & KNOWLEDGE
Basic duties include but are not limited to full debtors', creditors and bookkeeper functions as defined below (in no particular order):

  • Meeting with clients to establish their needs.
  • Obtain financial statements.
  • Using financial statements and legislation to develop financial. plans to maximize profitability or reduce debts.
  • Researching investment opportunities for clients.
  • Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets.
meetings per day.

  • Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools.
  • Securing stocks and bonds and establishing progressive savings accounts.
  • Moving money from accounts per industry and federal regulations.
  • Performing market research to stay current with financial trends.
  • Preparing financial documents, such as income projections and investment reports.
  • Maintaining compliance with all rules and regulations in the financial industry.
  • Identifying and pursuing potential clients to maintain a strong client base.
  • This description is a general statement of required major duties and responsibilities performed on a regular and continuous basis. It does not exclude other duties as assigned._

Ability to commute/relocate:

  • Randburg, Gauteng: Reliably commute or planning to relocate before starting work (required)
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