Financial Advisor - Northcliff / Randburg

Overview

Our client is a trusted provider in the Wealth Management and Risk Solutions space, offering clients holistic advice and tailored strategies to protect and grow their financial well-being. Their core services include life insurance, disability cover, risk management, retirement planning, estate planning, and investments, with additional solutions in medical aid, short-term insurance, and wills. They are committed to guiding individuals and businesses in securing long-term financial stability through personalized, client-centric financial advice. We are seeking ambitious, driven, and self-motivated professionals to join as Financial Advisors. This role presents an exciting opportunity to build a thriving advisory practice in wealth and risk management, supported by a hybrid working model and the potential for recurring income streams. As a Financial Advisor, your primary responsibility will be to provide expert wealth management and risk protection strategies, ensuring that clients achieve their long-term goals with customized financial solutions.

Responsibilities

• Conduct comprehensive financial needs analyses for clients.
• Offer tailored advice on financial planning, insurance, and investment products.
• Build and maintain long-term relationships with clients.
• Continuously review and adjust clients' financial strategies as their needs evolve.
• Actively source and generate new business opportunities.
• Stay current with industry trends, product knowledge, and regulatory updates.
• Attend regular meetings and training sessions at the client’s West Rand office.

Qualifications

Benefits

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