Financial Advisor

The Financial Advisor will be responsible for providing professional financial planning, investment, insurance, and wealth management services to individual and corporate clients. The role involves assessing client needs, creating tailored financial solutions, and maintaining long-term client relationships while ensuring compliance with regulatory requirements.

Responsibilities

• Conduct client consultations to assess financial needs, goals, and risk profiles.
• Provide financial advice on investment planning, retirement, estate planning, risk cover (life, disability, critical illness), and savings.
• Develop customized financial plans and recommend suitable products and services.
• Build and maintain long-term client relationships through regular reviews and updates.
• Prospect and onboard new clients through networking, referrals, and lead generation.
• Stay up to date with market trends, new products, tax laws, and regulatory changes.
• Ensure compliance with FAIS Act, FICA, POPIA, and all FSCA regulations.
• Achieve agreed sales and business development targets.
• Maintain accurate records of advice, recommendations, and transactions.

Qualifications & Experience

Skills & Competencies

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