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Financial Advisor

Financial Advisor

Elevation Financial Advisor ServicesWorkFromHome, KwaZulu-Natal, South Africa
3 days ago
Job description

Company Description

Elevation Financial Advisor Services partners with individuals to provide comprehensive, sustainable financial solutions. We aim to elevate clients to a stable financial space where they have control and peace of mind. Our approach is rooted in prudence and wisdom, ensuring that every collaborative decision leads to prosperity. We focus on evolving with our clients' changing needs to help them achieve long-term financial stability.

Role Overview

This is a full-time hybrid role for a Financial Advisor based in Umhlanga with options for some work from home. The Financial Advisor will be responsible for creating personalized financial plans, providing advice on investments and retirement planning, and helping clients achieve their financial goals. Day-to-day tasks include conducting financial assessments, developing strategies for wealth accumulation, and offering guidance on financial products and services.

Qualifications

  • A minimum of Matric or equivalent
  • A minimum 12 months’ financial services experience as a Financial Adviser
  • A minimum of Long-term Insurance Class of Business completion.
  • Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.

Other Requirements

  • A valid driver’s licence and own car
  • A clear criminal and credit check
  • Excellent communication skills (written and verbal)
  • Sound planning and organizing abilities
  • Ability to collate, analyze and synthesize information
  • Seniority Level

  • Entry level
  • Employment Type

  • Full-time
  • Job Function

  • Finance and Sales
  • Referrals increase your chances of interviewing at Elevation Financial Advisor Services by 2x

    Durban, KwaZulu-Natal, South Africa

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