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  • Posted: Feb 22, 2025
    Deadline: Not specified
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  • Welcome to The Next Generation of Insurance & Wealth Creation Professionals. With over 100 years'​ of industry management experience dedicated to your personal success, structured development paths and mentorship programs; there is no better platform available in the market for new entrants. If building your own professional and profitable business prac...
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    Senior Financial Advisor (Woodmead)

     Role Description

    • This is a full-time hybrid role for a Senior Financial Advisor in Woodmead, located in Johannesburg with some work from home flexibility. The Senior Financial Advisor will be responsible for financial planning, finance management, retirement planning, investment strategies, and providing financial advisory services.

    Qualifications

    • Financial Planning and Retirement Planning skills
    • Finance and Investments expertise
    • Experience in providing Financial Advisory services
    • Entrepreneurial mindset and tenacity
    • Exceptional Interpersonal skills
    • An established client network
    • Effective planning, organizing, and time management skills
    • Bachelor's degree in Finance, Economics, or related field
    • Professional certifications such as CFP or CFA are advantageous
    • Own car and laptop 
    • Clean Criminal Record and Clear Credit History 

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