Advisor, Financial Planning

Synopsis

A financial-services team in East London is seeking an Advisor to build client relationships and provide needs-based financial-planning support.

Key Responsibilities

• Build relationships with new and existing clients
• conduct financial-needs analyses
• develop financial plans
• research investment, insurance and financial products
• maintain CRM records
• support regulatory documentation and ongoing client service.

Qualifications / Minimum Requirements

• Matric
• financial-planning or advisory experience advantageous
• customer-centric and professional approach
• willingness to complete required regulatory exams and continuous development
• strong communication.