Financial Advisor

ROLE PURPOSETo help clients achieve their financial life goals through empowerment and education
REQUIREMENTS
Matric certificate/equivalent

Computer literate (Required)

Fluency in English (Required)

Driver’s license (Preferred, but not required)

Own transport (Preferred, but not required)

Own digital tools/device (smartphone, laptop and/or tablet

RESPONSIBILITIES AND WORK OUTPUTS
Conduct needs and affordability analysis to understand and enhance client’s financial wellness
Create financial plans for clients that address their financial wellness needs
Offer solutions (products) to clients to address their financial wellness needs
Present information sharing sessions on financial wellness
Travel to allocated worksite to meet with potential clients (You will spend a fair amount of time travelling to clients)
You will perform an end to end function which include client analysis, financial wellness analysis, diary management and administration
You will provide mostly solutions that meet the needs of middle and low-income clients
Develop and maintain productive and collaborative working relationships with peers and stakeholders
Positively influence and participate in change initiatives
Continuously develop own expertise in terms of professional, industry and legislation knowledge
Contribute to continuous innovation through the development, sharing and implementation of new ideas
Take ownership for driving career development
COMPETENCIES REQUIRED
Verbally fluent
Numerical reasoning ability
Be able to plan and manage their time
Self-reliant
Be resilient (drive, determination, risk tolerance, bounce back after setbacks)
Manage relationships well
Demonstrate sales behaviours (deal with difficult clients, competitive, achieving, persistent)
Set ambitious targets, self-reliant, financial prosperity in high risk environment, autonomy
Drive for career growth
DISCLAIMER
Only on-line applications submitted via our careers page will be considered.

Internal Team Members must inform their manager of their application. Your manager must be aware of and support your application.

CONTACT DETAILS
For further information please contact Ingrid Sibeko who is the Recruitment Consultant dealing with this position at ********** .