Financial Advisor

Synopsis

We are looking for a knowledgeable Financial Advisor to help clients make informed financial decisions and achieve their financial goals. The ideal candidate will provide personalised advice on investments, savings, retirement planning, insurance and wealth management.

Key Responsibilities

1. Assess clients’ financial needs, goals and circumstances.
2. Develop personalised financial plans and investment strategies.
3. Advise clients on savings, retirement planning and insurance products.
4. Build and maintain long-term client relationships.
5. Monitor financial plans and recommend adjustments when needed.
6. Stay up to date with financial markets, products and industry regulations.
7. Maintain accurate client records and ensure regulatory compliance.

Qualifications / Minimum Requirements

1. A qualification in Finance, Financial Planning, Economics or a related field.
2. Relevant FSCA regulatory requirements and authorisation, as applicable to the role.
3. Strong knowledge of financial products and investment principles.
4. Excellent communication, interpersonal and analytical skills.
5. Previous financial advisory or sales experience is advantageous.