Financial Advisor

Job Specification: Financial Advisor

This role requires an individual with strong analytical skills, a customer-focused approach, and the necessary industry qualifications.

• Provide comprehensive financial advice to clients on investments, insurance, estate planning, and retirement options
• Assess client needs and develop customised financial plans and recommendations
• Source new business opportunities and build strong, long-term client relationships
• Ensure compliance with all relevant regulatory requirements and internal procedures
• Stay updated with financial market trends, products, and changes in legislation
• Maintain accurate records and prepare required reports
• Assist clients with claims, policy updates, and service queries

• RE5 qualification (compulsory)
• NQF Level 5 qualification in finance, insurance, economics, or legal studies
• At least 3 years’ experience as a financial advisor or in a related financial services role
• Strong understanding of financial products, investment vehicles, and regulatory environment
• Excellent interpersonal, communication, and relationship-building skills
• Proficiency in financial planning tools and MS Office

• Degree in Economics or Law (legal qualification) is highly advantageous
• Track record of successfully managing client portfolios

• High level of integrity and ethical standards
• Self-motivated and goal-oriented
• Adaptability and commitment to ongoing professional development

• Positions Nationally available (even small remote towns)