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Financial Advisor

Newcastle Newcastle Amajuba, South Africa
Closing date
Mar 16, 2024

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Job Role
Contract Type
Full Time
Where you'll work

Established in 1998, this leading, award winning, global financial services company provides quality financial advice and wealth management solutions to international expatriates. They have been awarded and recognised both globally and locally for excellence in client services and continue to work passionately towards implementing client-centric solutions. This financial services institution brings together the investment expertise of a select group of international money management firms and are known throughout the industry for their experience and strong track records.

How you'll role

In your role as an experienced Financial Advisor, you will effectively plan and manage leads while interacting with potential businesses and professionals in order to achieve both the company's goals and objectives as well as your own. You will provide bespoke financial advice to local and international clientele. To be successful in this role you will need to exhibit a growth mindset underpinned by a desire to continuously learn and upskill yourself.

What you'll do

Achieve objectives and targets through effective planning, lead management, and engaging with potential clients

Identify and target key stakeholders and ensure strong relationships are fostered

Contact potential clients and create a rapport by networking and following up on leads

Conduct in depth needs analyses and provide comprehensive wealth planning to clients

Provide sound advice on Investments, Wealth and Estate planning

Maintain an internationally recognised customer experience

Ongoing servicing of client book

Conduct regular meetings with key clients

What you'll need

Proven experience in a financial advisory or wealth management role

CISI level two or equivalent qualification

Financial planning and sales experience

A strong desire to learn and grow professionally

A hunter mentality

High-performing and target driven

The ability to work independently

A transferable book of AUM will be beneficial but not essential

Offshore experience will be beneficial


Basic + commission (to be discussed at interview stage)

Apply HERE

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