Financial Advisor

apartmentScholtz Partners International placeJohannesburg calendar_month 

Financial Advisor

Our client is seeking an experienced Financial Advisor to join their team in Johannesburg!

What we offer:

  • Commission-based earning potential
  • Location: South of Johannesburg
  • Hybrid working model with flexibility for home working
  • Opportunity to build and grow your client portfolio
  • Career advancement in financial services

What You''ll Do:

  • Provide clients with expert financial advice and planning
  • Create and manage comprehensive financial plans
  • Guide clients through investment options and strategies
  • Perform detailed risk assessments
  • Develop retirement planning strategies
  • Review and optimize client portfolios for asset growth
  • Conduct market research and financial analysis
  • Stay current with financial trends and legislation
  • Build and maintain strong client relationships

Essential Requirements:

  • Minimum 2 years of financial planning at a registered financial service provider
  • Existing date of first appointment as representative with FSCA
  • Bachelor''s degree or diploma in finance, economics, risk management, business, insurance, or related field
  • Industry-approved qualification

Core Skills Required:

  • Financial Planning and retirement planning expertise
  • Proficiency in finance, investment, and long-term risk insurance
  • Strong analytical and problem-solving abilities
  • Excellent interpersonal and communication skills
  • Ability to work independently and as part of a team
  • Experience in financial services or related fields
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