Financial Advisor

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Overview

Metropolitan Life is part of Momentum Group Limited, a licensed life insurer and authorized financial services provider. With a legacy of over 125 years, Metropolitan has been empowering South African communities with accessible financial solutions through both good and challenging times. We believe that financial literacy, paired with expert advice, enables financial progress for all South Africans, one step at a time. You and Metropolitan - #TogetherWeCan.

Role Description

This is a full-time on-site role located in Groblersdal for a Financial Advisor. The Financial Advisor will be responsible for providing expert financial planning, retirement planning, investment advice, and overall financial advisory services to clients. The role involves developing and maintaining client relationships, understanding clients\' financial goals, and providing tailored financial solutions to meet those goals.

Qualifications

• Financial Planning and Financial Advisory skills
• Experience in Finance and Investments
• Expertise in Retirement Planning
• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Ability to work independently and as part of a team
• Relevant certifications and qualifications in financial services
• Experience in the insurance or financial services industry is a plus

Seniority level

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