Financial Advisor / Planner

Requirements:

• Matric.
• Own reliable vehicle and laptop.
• Bachelors degree (BCom, BA, LLB, or related degree)
• Must be bilingual English and Afrikaans

Skills:

• Experience in sales/key accounts/customer relations/marketing/business development.
• Good interpersonal skills and ability to build and maintain quality client relationships.
• Resilient, competitive, ambitious, confident, positive attitude and entrepreneurial spirit.
• Ethical mindset, strong value system, and team-orientated.
• Sales / Retail / Business Development experience

Responsibilities:

Below is a basic description of your day-to-day duties, because each new employee has a different level of industry experience or qualification the below might not be the exact duties when you start and you might have to start within the training -phase but all will be discussed if you are invited for an interview.

• Client Consultation & Relationship Management: Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and current financial situation.
• Developing Financial Solutions: Create tailored financial solutions addressing wealth creation, debt management, and protection strategies.
• Investments (Local and Offshore): Provide informed and strategic investment solutions, considering clients' risk tolerance, investment horizon, and financial objectives.
• Risk Analysis: Identify and mitigate financial risks and propose risk management strategies, including insurance and diversification, to safeguard clients' financial security.
• Retirement Planning: Design strategies to ensure financial independence during retirement.
• Tax Strategies: Implement tax-efficient strategies to optimize clients financial situation and minimize tax liabilities.
• Estate Planning: Assist with estate structuring and drafting wills to ensure seamless asset transfer.
• Business Assurance: Offer financial solutions for business stability, including succession planning, risk management, and fringe benefits. As well as enhance profitability by creating a tailored framework for managing finances effectively.
• Financial Markets & Personal Branding: Stay updated on financial market trends and create/maintain a professional personal brand.
• Client Education: Simplify financial concepts to empower clients to make informed decisions.

Please note only shortlisted candidates will be contacted. If you have not heard from us in 2 weeks, please consider your application unsuccessful.