Financial Advisor - Johannesburg
1 day ago

Job description
Company DescriptionDiscovery Limited is a South African-born, global company committed to enhancing lives and driving sustainable change.
As an innovator in healthcare, insurance, wellness, investments, and financial planning, the company applies its expertise to create shared value for individuals and communities worldwide.
The award-winning Vitality programme exemplifies Discovery's vision by incentivizing healthier lifestyles while delivering sustainable value.With operations in South Africa, the UK, and numerous countries via the Global Vitality Network, Discovery remains a global leader recognized for its impact and innovation.
Guided by values of leadership, honesty, innovation, and fairness, Discovery strives to be the best shared-value insurance organization in the world.
Role DescriptionThis is a full-time hybrid role for a Financial Advisor based in Johannesburg, with flexibility for occasional work-from-home arrangements. The Financial Advisor will provide clients with comprehensive financial planning services, including financial advice, investment strategies, and retirement planning.
Responsibilities include analyzing clients' financial goals, preparing customized financial plans, and recommending appropriate financial products and solutions to meet their long-term objectives.
Building and maintaining strong client relationships will be a key component of the role. The Financial Advisor will also stay updated on industry trends and regulations to support effective financial decision-making for clients.Qualifications
Proficient knowledge of Financial Planning and Retirement Planning to develop personal and business-focused financial strategies
Strong expertise in Finance and Investments to analyze financial portfolios and recommend suitable solutions
Experience in Financial Advisory to guide clients in achieving their financial goals while aligning their priorities
Exceptional communication and interpersonal skills to build strong client relationships
Professional certification or relevant degree in Financial Planning, Finance, or related fields (e.g., CFP or similar credentials)
Knowledge of regulatory compliance in the financial industry
A self-motivated individual with a track record of achieving performance targets
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