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Financial Advisor / Planner
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29 days ago575 views
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General Details
Location:
Advertised By:Agency
Company Name:Executive Placements
Job Type:Full-Time
Description
Requirements:
Below is a basic description of your day-to-day duties, because each new employee has a different level of industry experience or qualification the below might not be the exact duties when you start and you might have to start within the training -phase but all will be discussed if you are invited for an interview.
- Matric.
- Own reliable vehicle and laptop.
- Bachelors degree (BCom, BA, LLB, or related degree)
- Must be bilingual English and Afrikaans
- Experience in sales/key accounts/customer relations/marketing/business development.
- Good interpersonal skills and ability to build and maintain quality client relationships.
- Resilient, competitive, ambitious, confident, positive attitude and entrepreneurial spirit.
- Ethical mindset, strong value system, and team-orientated.
- Sales / Retail / Business Development experience
Below is a basic description of your day-to-day duties, because each new employee has a different level of industry experience or qualification the below might not be the exact duties when you start and you might have to start within the training -phase but all will be discussed if you are invited for an interview.
- Client Consultation & Relationship Management: Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and current financial situation.
- Developing Financial Solutions: Create tailored financial solutions addressing wealth creation, debt management, and protection strategies.
- Investments (Local and Offshore): Provide informed and strategic investment solutions, considering clients' risk tolerance, investment horizon, and financial objectives.
- Risk Analysis: Identify and mitigate financial risks and propose risk management strategies, including insurance and diversification, to safeguard clients' financial security.
- Retirement Planning: Design strategies to ensure financial independence during retirement.
- Tax Strategies: Implement tax-efficient strategies to optimize clients financial situation and minimize tax liabilities.
- Estate Planning: Assist with estate structuring and drafting wills to ensure seamless asset transfer.
- Business Assurance: Offer financial solutions for business stability, including succession planning, risk management, and fringe benefits. As well as enhance profitability by creating a tailored framework for managing finances effectively.
- Financial Markets & Personal Branding: Stay updated on financial market trends and create/maintain a professional personal brand.
- Client Education: Simplify financial concepts to empower clients to make informed decisions.
https://www.executiveplacements.com/Jobs/F/Financial-Advisor-Planner-1252971-Job-Search-01-18-2026-22-07-22-PM.asp?sid=gumtree
Id Subtitle 1347339760
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Executive Placements
Selling for 1 year
Total Ads5.36K
Active Ads5.36K
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