Financial Advisor

Job Description

Role: Financial Advisor

Category: Wealth Management

Location: Durban

Are you a seasoned financial professional with a passion for guiding clients through complex investment and retirement landscapes?

Key Responsibilities:

As a Financial Advisor, you will provide personalized advice with a focus on investment portfolios, retirement planning, and wealth preservation. Your core duties will include:


Tailored Financial Planning: Conducting in-depth needs analyses to develop financial plans aligned with clients'''''''' life goals.


Retirement Expertise: Developing and implementing strategies for South African retirees and expatriates to ensure lifestyle sustainability.


Investment Guidance: Advising on offshore options, annuities, living annuities, and tax-efficient drawdown strategies.


Cross-Border Advisory: Navigating complex issues such as foreign pensions, dual tax residency, currency risk, and international estate planning.


Client Relationship Management: Building long-term relationships based on trust and transparency while conducting regular portfolio reviews.


Compliance & Technical Proficiency: Ensuring all advice remains compliant with South African financial legislation (FSCA, SARS, SARB) and managing client interactions through CRM systems like AtWork.

Role Requirements: