Job Listing

Description

Client consultation: Conduct thorough financial needs analysis by gathering information on income, expenses, assets, liabilities, financial goals, and risk tolerance.

Job Responsibilities

- Client financial planning: Develop customized financial plans that include investment recommendations, insurance coverage, retirement planning, tax optimization strategies, and estate planning.

- Investment management: Assist clients in selecting suitable investment-based risk profile and financial goals, including managing investment portfolios.

- Product knowledge: Stay updated on market trends, financial products (i.e., retirement annuities, unit trusts, life insurance), and regulations to provide informed advice.

- Compliance: Adhere to FICA regulations, including disclosure requirements, suitability assessments, and record-keeping.

- Relationship building: Establish and maintain strong client relationships through regular communication, reviews, and proactive outreach.

- Sales and business development: Generate new leads, prospect for potential clients, and present financial solutions to meet sales targets.

Skills and Abilities

- Matric qualification

- Relevant financial planning certificate (e.g., RES)

- FAIS compliant registration with FICA

- Strong understanding of South African financial markets and regulations

- SA ID/Valid work permit

- Experience in the financial industry

Educational Qualification

How to Apply

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Job Summary

Published On:	29 May, 2025
Deadline:	05 June, 2025
Vacancy:	1
Category:	Banking and Financial Services
Location:	Zimbabwe
Type:	Full-Time
Experience:	Senior-Level
Gender:	Male / Female
Salary Range:	TBA

Financial Advisors, Careers

Description

Job Responsibilities

Skills and Abilities

Educational Qualification

How to Apply

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