Job Location : Gauteng, JohannesburgDeadline : June 05, 2025Quick Recommended Links
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- We are seeking a knowledgeable and client-focused Financial Advisor to join our team. The ideal candidate will provide personalized financial advice to help clients achieve their long-term financial goals. You will be responsible for assessing client needs, developing customized financial plans, and offering guidance on investments, insurance, tax strategies, and retirement planning.
- Build and maintain strong relationships with clients to understand their financial needs and goals.
- Analyze financial data and develop strategies to help clients achieve their objectives.
- Recommend investment products, savings strategies, and risk management solutions.
- Monitor clients' financial portfolios and make necessary adjustments.
- Stay updated with financial regulations, market trends, and economic forecasts.
- Educate clients on the benefits and risks of different financial strategies.
- Maintain compliance with all industry regulations and internal policies.
- Bachelor's degree in Finance, Accounting, LLB, Economics, or a related field (Masters degree or professional certifications preferred).
- At least 2 years proven experience as a Financial Advisor or similar role.
- Relevant certifications such as CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or equivalent.
- Strong knowledge of investment products, financial planning, and tax regulations.
- Excellent analytical, interpersonal, and communication skills.
- Ability to build trust and maintain long-term client relationships.
- Proficiency in financial planning software and tools.
- Experience in a financial institution or wealth management firm.
- Understanding of estate planning and insurance products.
- Bilingual or multilingual abilities are a plus.
- Accounting / Financial Services jobs
- Accounting / Financial Services jobs
