Financial Advisor - Pretoria, South Africa - The Recruitment Council

The Recruitment Council Pretoria, South Africa

Found in: Talent ZA 2A C2 - 2 days ago

Description

Our client who is an independent financial planning practice is looking for a Financial Advisor (Investment Specialist), their purpose of the role is to:

Assist clients in creating comprehensive financial plans tailored to their specific needs and goals. This includes assessing their current financial situation, setting financial objectives, and developing strategies to achieve them. This includes investment advice, retirement planning, tax planning, monitoring and reviewing.

Responsibilities:

Financial Planning: Conduct comprehensive financial assessments of clients, understanding their financial goals, analysing their current financial situation, and create personalised financial plans to achieve those goals.
Investment Management: Recommend suitable investment strategies and products based on the client's risk tolerance, time horizon, and financial objectives. Monitoring and managing investment portfolios to optimize performance and align with the client's goals.
Retirement Planning: Assist clients in planning for their retirement by estimating retirement needs, recommending retirement accounts, and devising strategies to accumulate sufficient funds for acomfortable retirement.
Tax Planning: Provide guidance on tax-efficient investment strategies and suggest ways to reduce tax liabilities through proper tax planning techniques.
Client Education: Educating clients about various financial concepts, investment options, and economic trends to enhance their financial literacy and empower them to make informed decisions.
Compliance and Regulatory Adherence: Ensuring compliance with relevant financial regulations, laws, and industry standards, as well as maintaining appropriate fit and proper requirements.
Client Relationship Management: Build strong, long-term relationships with clients by providing exceptional service, regular communication, and being accessible to address their financial concerns.
Market Research and Analysis: Stay informed about the latest market trends, economic developments, and financial products to offer well-informed advice to clients.
Continual Professional Development: Engage in ongoing education and training to stay updated on industry changes, new investment options, and evolving financial planning strategies.
Networking and Business Development: Build and expanding a network of potential clients and industry contacts to grow your client base and business.
Ethical Conduct: Maintain the highest ethical standards and putting clients' interests first in all financial recommendations and interactions.

Skills and Attributes:

Microsoft Office 365 knowledge (Word, Excel, Outlook, MS Teams & PowerPoint)
Excellent written and verbal presentation skills
Active listening
Critical thinking
Professional and presentable
Own reliable transport
Interact professionally with clients and product providers
Perform under pressure
Attention to detail
Takes initiative
Ability to meet targets and deadlines
Organises work smartly
Team player

Qualifications:

Minimum bachelors degree in financial planning or similar
Regulatory Examination 5 for representatives
CERTIFIED FINANCIAL PLANNER Professional will be added advantage

Experience:

Minimum 5 years in financial advisory role.

Financial Advisor

Found in: Executive Placements ZA C2 - 2 days ago

Finding Personnel (Pty) Ltd Centurion, South Africa Full time

Sluit by die span aan as 'n Finansiële Adviseur, wat spesialiseer in boere en die landbouwaardeketting. Maak 'n betekenisvolle impak op die lewens van individue in die landbousektor. · ROLES AND RESPONSIBILITIES · Netwerk en Verhoudings: Bou kontak met boere, landbou-ondernemings ...
Financial Advisor

Found in: Job Placements ZA C2 - 2 days ago

ES Recruitment Pretoria, South Africa

A large and well-known company is looking for Financial Advisors to join their growing team. You will be responsible for providing comprehensive financial guidance and investment advice to clients. Your primary objective will be to help clients achieve their financial goals by as ...
Financial Advisor

Found in: Talent ZA 2A C2 - 3 days ago

Scholtz Partners International Pretoria, South Africa Permanent

Brief description of the vacancy: Self-motivated and driven individualGoal orientatedMinimum 2 years experience as a Financial AdvisorMust have RE5 and grade 12Must have a clean ITC recordMust be able to sell and advise clients on Retirement, investment, and Risk planning.Appoint ...
Financial Advisor

Found in: Executive Placements ZA C2 - 2 days ago

Rory Mackie & Associates Pretoria, South Africa Full time

Overview: · Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to Pri ...
Financial Advisor

Found in: Talent ZA C2 - 1 day ago

Sanlam Vereeniging, South Africa

Who are we? · Sanlam Life Ltd is one of the top financial services providers in the South African market. · We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development a ...
Independent Financial Advisor

Found in: Talent ZA 2A C2 - 2 days ago

The Recruitment Council Pretoria, South Africa

Do you love being out and about, meeting new people? Do you want to write your own cheque on a monthly basis? Are you fantastic at convincing and does your negotiation skills know no bounds? Are you hungry for Sales and willing to go the extra mile to obtain them? Are you knowled ...
Tied Financial Advisor

Found in: Talent ZA 2A C2 - 2 days ago

The Recruitment Council Pretoria, South Africa

RESPONSIBILITIES · Sales Opportunities Creation · Develop a personal network within the sales territory and represent the · organization at relevant industry events, sourcing of referrals, and · recommendations from existing customers and other contacts to identify sales · oppor ...
Salaried Financial Advisor

Found in: Talent ZA C2 - 2 days ago

Old Mutual Pretoria, South Africa Full time

Description · This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. The position has been identified as a FAIS position and falls within the ambit contemplated by ...
Salaried Financial Advisor

Found in: Talent ZA C2 - 1 day ago

Old Mutual Pretoria, South Africa Full time

Description · This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. What is a financial adviser? · The role of a financial adviser is one that demands utmost p ...
Salaried Financial Advisor

Found in: Talent ZA C2 - 5 days ago

Old Mutual Pretoria, South Africa Full time

Description · This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. What is a financial adviser? · The role of a financial adviser is one that demands utmost p ...
Commissioned Financial Advisor

Found in: Talent ZA C2 - 1 day ago

Old Mutual Pretoria, South Africa

Let's Write Africa's Story Together · Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. · We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insuranc ...
MFC Salaried Financial Advisor

Found in: Talent ZA C2 - 1 day ago

Old Mutual Pretoria, South Africa Full time

Description · This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. What is a financial advisor? · The role of a financial advisor is one that demands utmost pr ...
Senior Assistant to Financial Advisor

Found in: Job Placements ZA C2 - 1 day ago

Emporium Human Capital Fourways, South Africa

Senior Assistant to Financial Advisor (POS24137) · Fourways · R to R per month plus commission and incentives · Requirements · Matric · Previous experience in a similar role · Tertiary qualification will be an advantage · Duties · Capturing and taking minutes of meetings from Fin ...
Senior Assistant to Financial Advisor

Found in: Talent ZA C2 - 1 day ago

Emporium Sandton, South Africa Full time

Senior Assistant to Financial Advisor (POS24137) · Fourways · R to R per month plus commission and incentives · Requirements · Matric · Previous experience in a similar role · Tertiary qualification will be an advantage · Duties · Capturing and taking minutes of meetings from Fin ...
Senior Assistant to Financial Advisor

Found in: Talent ZA C2 - 1 day ago

Emporium Sandton, South Africa Full time

Senior Assistant to Financial Advisor (POS24137) · Fourways · R to R per month plus commission and incentives · Requirements · Matric · Previous experience in a similar role · Tertiary qualification will be an advantage · Duties · Capturing and taking minutes of meetings from Fin ...
Distribution Channel Director

Found in: Talent ZA 2A C2 - 3 days ago

The Recruitment Council Pretoria, South Africa

The successful candidate will be responsible for translating and operationalizing the companys strategy to develop and implement a new generation PSA (Product Supplier Agents) channel. · The role is accountable for footprint growth and client expansion while using social media, ...
employee benefit consultant

Found in: Job Placements ZA C2 - 5 days ago

HR Genie Pretoria, South Africa

The following education, experience and and langauge skills: · B.Com-degree or Post Graduate Diploma in Financial Planning; · FAIS Accredited (NQF Level 7 or higher); · RE5; · CFP; · At least 7 years experience in the Employee Benefits industry in a consultancy role; · Excellent ...
Municipal Finance Advisor for USAID Resilient Cities Limpopo

Found in: Talent ZA C2 - 3 days ago

Tetra Tech Pretoria, South Africa

Tetra Tech International Development is currently accepting expressions of interest from qualified candidates for a potential Municipal Finance Advisor position on a USAID-funded program in Southern Africa. · Position Description/Summary: · The purpose of the Resilient Cities Li ...
Broker Assistant/ Paraplanner

Found in: Talent ZA C2 - 3 days ago

People Dimension Pretoria, South Africa Full time

Synopsis: · A leading financial planner in Pretoria is looking for a Wealth Advisor/ Assistant, with experience and knowledge in life and risk insurance - long term insurance to join their dynamic company. · Job Description: · Job Description/Duties: · • Assisting Financial Plann ...
Sales Manager

Found in: Talent ZA C2 - 15 hours ago

Sanlam Gauteng, South Africa

Who are we? · Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide ...