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Financial Advisor

Employer
Network Finance Elite NFE
Location
Durban Durban eThekwini, South Africa
Salary
Competitive
Closing date
Mar 17, 2024

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Reference: NFE006718-TSa-1Our well-established client that specialises in Wealth and Investments is looking for a highly skilled and self-motivated Financial Advisor to add to their team based in Durban North.
The successful candidate should have a deep understanding of financial planning as well as possess excellent communication and interpersonal skills to build and maintain strong relationships. Other duties include, but are not limited to:

Responsible for procurement of new business
Provide customized financial planning and investment advice to existing and new clients based on their individual goals, risk tolerance, and financial situation
Develop and maintain a comprehensive understanding of financial products, investment strategies, tax laws, and regulatory requirements
Analyse financial data, review clients' investment portfolios, and make recommendations to optimize their financial objectives
Assist clients in completing applications, medical examinations, and all other documentation required for insurance underwriting
Continuously monitor and review client portfolios to ensure policies remain relevant, efficient, and aligned with their evolving needs

Education:

BCom in Accounting/Finance
CFP/CFA highly advantageous

Job Experience & Skills Required:

Minimum of 3 years experience in similar financial role
Experience in planning and investment management
FAIS Compliance
RE5
Experience in a matrix structure
Ability to cope under pressure
Excellent communication skills
Team Player
Deadline driven
Meticulous organisational and time management skills
Valid Driver's Licence and Own Vehicle non-negotiable

APPLY NOW! If you are interested in this opportunity, please apply directly. For more finance jobs, please visit https://www.networkrecruitmentinternational.com Please only apply if this ad is relevant to your skill set. Should you not be contacted in 2 weeks, please consider your application unsuccessful.Your profile will be kept on our database for any other suitable roles / positions.For more information, contact:Tazlynn SayagoResearcher: General and Junior Finance012 348 4940
R 300000 - R 360000

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