Qualified Financial Advisor

Overview

Succession Financial Planning Advisory Services is a licensed financial services provider dedicated to fostering lasting partnerships between clients and advisers. Our mission is to help each client achieve financial freedom and wellness, regardless of their life stage. We aim to guide our clients towards their financial goals through informed advice and strategic planning.

Role Description

This is a full-time hybrid role for a Qualified Financial Advisor, based in South Africa with some work-from-home flexibility. The Financial Advisor will engage with clients to provide comprehensive financial planning services, including retirement planning, investment advice, and financial advisory. On a daily basis, the advisor will analyze clients\' financial situations, develop tailored financial plans, monitor financial portfolios, and ensure clients\' financial well-being through strategic investment decisions.

Qualifications

• Financial Planning, Finance, and Financial Advisory skills
• Experience in Retirement Planning and Investments
• Strong analytical and strategic thinking abilities
• Excellent communication and interpersonal skills
• Ability to work independently and in a hybrid environment
• Bachelor\'s degree, NQF 5. RE 5
• Relevant certifications such as CFP (Certified Financial Planner) are a plus
• Experience in client relationship management is beneficial

Seniority level

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