Financial Advisor

We are looking for a knowledgeable and client-focused Financial Advisor to join our team. In this role, you will help individuals, families, and businesses achieve their financial goals by providing tailored advice on investments, retirement planning, insurance, tax strategies, and wealth management.

• Analyse clients’ financial status
• Provide expert guidance on different financial services and products
• Create customised financial plans
• Travel to existing / potential clients for in person consultation

Requirements:

• Qualifications: Valid driver’s license, own transport, aged 21+, proficient in Microsoft Office.
• Industry Knowledge: Understanding of the insurance industry and strong analytical skills. (Advantageous)
• Client Needs: Assess clients’ financial goals, income,expenses, and risk tolerance.
• Communication: Strong verbal, written, and listening skills.
• Sales & Advice: Advise on insurance, investments, and financial planning.
• Portfolio Management: Manage and update client financial portfolios.
• Time Management: Strong organisational and time-management skills.
• Client Relationships: Build and maintain a loyal client base.

Language:

• Afrikaans (Required)

License/Certification:

• Drivers license and car (Required)

Work Location: In person