Salaried Financial Advisor - Middelburg

Role Overview

Provide advice on a specific range of products to an allocated market while remaining individually accountable for achieving results through your own efforts.

Responsibilities

• Provide quality customer service while identifying opportunities to secure new business or support retention.
• Process cases, deal with complex queries and investigate and resolve customer problems.
• Analyse specific problems and identify suitable technical or professional solutions.
• Receive visitors and assist with requests for information, referring complex matters where appropriate.
• Maintain professional communication and reliable follow-through.

Candidate Profile

The role suits a customer-focused adviser who can understand product needs, communicate solutions clearly, analyse problems and take ownership of individual results.

Additional Role Detail

The adviser is individually accountable for results and should be able to receive visitors, respond to requests for information, refer complex matters appropriately and provide practical solutions while maintaining quality customer service.

Customer Service

Customer-service responsibilities may include processing cases, dealing with complex queries, investigating customer problems and identifying the best solution for each issue. More complex information requests should be referred appropriately.