Financial Advisor - Sandton at Discovery Limited

Key Responsibilities

Your tasks will typically involve:

• Meetings with staff members and families
• Conducting in-depth reviews of clients' financial circumstances, current provision and future aims
• Analysing information and preparing plans best suited to individual clients' requirements
• Completing risk analyses
• Researching the marketplace and providing clients with information on new and existing products and services
• Designing financial strategies
• Assisting clients to make informed decisions
• Reviewing and responding to clients changing needs and financial circumstances
• Keeping up to date with financial products and legislation
• Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
• Meeting the regulatory aspects of the role
• Educating and advising clients on their Group Benefits
• Provide Guidance on Retirement Planning

Personal Attributes and skills:

• Strong Customer focus
• Networking skills
• Proactive engagement
• Service orientated mind-set is critical
• Strong Planning and organisational skills
• Client focused approach
• Adaptability
• The ability to explain complex concepts in a clear manner
• Strong analytical skills
• In-depth knowledge and understanding of the Investment sector 

Qualifications and Experience:

Minimum

• Financial Industry related Degree ( Finance or Investment degree)
• RE5 qualification - non negotiable
• A minimum 2 years’ experience as a financial adviser
• Pension Fund/ Umbrella Funds - COB 4
• Higher Certificate in Financial Planning
• 2 years experience in Investment Industry