Salaried Financial Advisor - Umhlanga - Fouche & Co Recruitment

    Fouche & Co Recruitment
    Fouche & Co Recruitment Umhlanga

    1 week ago

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    Description
    Job Title: Financial Advisor

    About the Role:
    We are seeking a highly skilled and experienced Financial Advisor to join our team. As a key member of our financial services department, you will play a critical role in providing expert financial advice and guidance to our clients.

    Responsibilities:
    • Meet and review client portfolios to provide professional financial advice and offerings.
    • Prospect and acquire new clients to expand our book of business.
    • Provide financial products and services in a professional manner, building strong relationships with clients.
    • Collaborate with various FSPs and internal departments to resolve concerns or queries efficiently.
    • Maintain ongoing communication with clients to ensure their needs are met.
    • Develop comprehensive financial plans tailored to individual clients' needs.
    • Offer advice on investment strategies, retirement planning, estate planning, and tax optimization.
    • Stay up-to-date on market trends and economic developments.
    • Evaluate clients' risk tolerance and recommend suitable risk management strategies.
    • Provide guidance 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 informed about changes in financial laws and regulations.
    • Prepare regular reports for management and clients.

    Requirements:
    • Matric with tertiary education in a finance-related field (NQF5: Wealth Management/BCom) - Non-Negotiable
    • RE5 certification - Non-Negotiable
    • Relevant Class of Business in place
    • Fit and Proper designation
    • Minimum 3 years of experience in a Financial Planning role
    • Excellent proficiency in Microsoft Excel or related software
    • Experience working with professionals and high-net-worth clients
    • No previous book required
    • Driver's License and own vehicle - Non-Negotiable

    What We Offer:
    A competitive salary package and the opportunity to work with a dynamic team in a rapidly evolving industry.


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