Role Description
This full-time Financial Advisor role is based in Johannesburg and requires on-site attendance. The Financial Advisor will be responsible for developing and managing financial plans, advising clients on investments, insurance, and retirement planning. Daily tasks include conducting financial assessments, creating investment strategies, monitoring financial markets, and fostering long-term relationships with clients.
Qualifications
Financial Planning and Financial Advisory skills
Expertise in Investments and Finance
Retirement Planning experience
Exceptional interpersonal skills and an entrepreneurial mindset
Strong planning, organizing, and time management skills
Clear credit record and no criminal record
Grade 12 (Matric); a tertiary qualification is advantageous
An established client network is beneficial
