Financial Advisor - (Salaried)

Discovery LimitedZA

30+ days ago

Job description

Job title : Financial Advisor - (Salaried)

Job Location : Gauteng,

Deadline : November 23, 2025

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Key Purpose of the role

The role involves policy and benefit reviews to identify client needs. The Financial Advisor will ensure that clients are always aware of product enhancements that may benefit their existing or new need. The Financial Advisor will always conduct financial needs analysis and or assess risk appetite before recommending changes to their existing product structure and or fund portfolios.

Job Category

We are looking for a suitably experienced Financial Advisor to become part of our vibrant and dynamic sales team. This individual will consult with existing Discovery Life, Invest and Insure clients to offer them specialist advice on their current products, benefits and or fund selection. This role drives ongoing servicing of existing clients and as such is remunerated on a non-commissionable basis.

Key Responsibilities

Your tasks will typically involve :

conducting in-depth reviews of clients' financial goals, from risk protection to wealth creation

conducting a financial needs analysis and preparing proposals best suited to meet individual clients' requirements

providing clients with information on new and existing products, benefits and services

designing financial strategies

assisting clients to make informed decisions

reviewing and responding to clients changing needs and financial circumstances

contacting clients with news of new financial products or changes to legislation that may affect their savings and investments

Review client policies regularly to determine if adjustments are needed because of personal or financial changes

Personal Attributes and skills :

Strong Customer focus

Networking skills

Proactive engagement

Service orientated mind-set is critical

Strong Planning and organisational skills

Qualifications and Experience :

Minimum

Wealth management qualification with at least 120 credits

RE5 qualification

At a minimum 2 years’ experience as a Financial Advisor

Beneficial :

Understanding of Financial Planning

Knowledge of insurance (short-term, health, risk and investment industry)

Accounting / Financial Services jobs

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Financial Advisor • ZA

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