Financial Advisor at Hire Resolve

Job Description

• Our client is an independent financial advisory business offering advisers the opportunity to build and grow their own practice while benefiting from company-generated leads, operational support, and access to a wide range of financial products. This role is ideal for a driven and client-focused Financial Adviser who is passionate about helping individuals and businesses achieve their financial goals.

Key Responsibilities

• Conduct comprehensive financial needs analyses with prospective and existing clients.
• Provide professional advice and recommend suitable financial solutions based on clients' individual needs and objectives.
• Build and maintain long-term client relationships through regular reviews and ongoing service.
• Convert company-generated leads into active clients while also developing your own pipeline of business.
• Identify opportunities across various financial planning areas, including investments, risk cover, retirement planning, and wealth protection.
• Ensure all advice and recommendations comply with relevant regulatory and compliance requirements.
• Maintain accurate client records and documentation.
• Stay up to date with industry developments, products, and legislative changes affecting financial planning.

Requirements

• RE5 qualification (essential).
• NQF Level 5 qualification in Insurance or a related Financial Services qualification.
• Minimum 2 years' experience within Financial Services, Insurance, Wealth Management, or Financial Advisory.
• Strong understanding of financial planning principles and client relationship management.
• Excellent communication, presentation, and interpersonal skills.
• Ability to work independently and manage your own schedule.
• Self-motivated, entrepreneurial, and target-driven mindset.