Financial Advisors

  • 1.618 Advisory Services
  • Gauteng, South Africa
  • May 07, 2019
Full time Business Development Finance

Job Description

We are looking to appoint skilled, qualified Financial Advisors/Planners to join our golden ratio.

 

 

Duties and Responsibilities

About the Financial Planner position

We are looking for an experienced Financial Adviser who will support our customers in their finances management. 

Your responsibility will be to ensure they make wise and profitable decisions to meet their financial goals, serving as their trusted advisor in such areas as short-term and life insurance, investments and health care products. 

We expect you to be an effective communicator and have experience in financial planning and business development. You should be a good analyst and a customer-oriented professional.

 

Financial Planner responsibilities are:

  • Explore customers’ financial statuses such as income, expenses and liabilities

  • Customize clients’ financial plans according to their changing needs

  • Develop sound plans and budgets for clients and consult them on related issues

  • Find financial opportunities (such as insurance plans or investments) and suggest them to customers

  • Introduce suitable financial products and services to customers

  • Consult customers on the implementation of their plans and transactions

  • Find new prospective clients and approach them

  • Maintain strong relationships with existing clients

  • Stay informed about news and updates about regulations, practices and financial products

 

Financial Planner requirements are:

  • 3+ years' experience of working on a Financial Planner position

  • Solid experience of analyzing financial information and complying with regulations

  • Experience in sales or customer service

  • Good practical experience

  • Strong math skills with close attention to detail

  • Customer service orientation with strong ethics

  • Strong communication skills and ability to build long-term relationships

  • Nice to have: Qualification Certification, RE,  relevant area; professional certification such as CFP will be a bonus

Minimum Requirements

Industry Experience 

EE/AA

No

Salary

100% Commission and so much more