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Imagine a world where people live healthier, more enhanced and protected lives… A world in which each organisation is a powerful influencer and responsible corporate citizen, committed to being a force for social good. As a leading innovator in healthcare, wellness, insurance, investments, financial and life planning, Discovery works ceaselessly to…
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Financial Advisor – Sandton
Key Responsibilities
Your tasks will typically involve:
- Meetings with staff members and families
- Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims
- Analysing information and preparing plans best suited to individual clients’ requirements
- Completing risk analyses
- Researching the marketplace and providing clients with information on new and existing products and services
- Designing financial strategies
- Assisting clients to make informed decisions
- Reviewing and responding to clients changing needs and financial circumstances
- Keeping up to date with financial products and legislation
- Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
- Meeting the regulatory aspects of the role
- Educating and advising clients on their Group Benefits
- Provide Guidance on Retirement Planning
Personal Attributes and skills:
- Strong Customer focus
- Networking skills
- Proactive engagement
- Service orientated mind-set is critical
- Strong Planning and organisational skills
- Client focused approach
- Adaptability
- The ability to explain complex concepts in a clear manner
- Strong analytical skills
- In-depth knowledge and understanding of the Investment sector
Qualifications and Experience:
Minimum
- Financial Industry related Degree ( Finance or Investment degree)
- RE5 qualification – non negotiable
- A minimum 2 years’ experience as a financial adviser
- Pension Fund/ Umbrella Funds – COB 4
- Higher Certificate in Financial Planning
- 2 years experience in Investment Industry
Method of Application
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