Overview
Financial Advisor Jobs in Durban at HR Ingenuity
Introduction
The role involves policy and benefit reviews to identify client needs. The Financial Advisor will ensure that clients are always aware of product enhancements that may benefit their existing or new need. The Financial Advisor will always conduct financial needs analysis and or assess risk appetite before recommending changes to their existing product structure and or fund portfolios.
Key Responsibilities
Your tasks will typically involve:
conducting in-depth reviews of clients’ financial goals, from risk protection to wealth creation
conducting a financial needs analysis and preparing proposals best suited to meet individual clients’ requirements
providing clients with information on new and existing products, benefits and services
designing financial strategies
assisting clients to make informed decisions
reviewing and responding to clients changing needs and financial circumstances
contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
Review client policies regularly to determine if adjustments are needed because of personal or financial changes
Qualifications and Experience
RE5 qualification
At a minimum 2 years’ experience as a Financial Advisor
Strong Customer focus
Networking skills
Proactive engagement
Service orientated mind-set is critical
Strong Planning and organisational skills
Job Types: Full-time, Permanent
Application Question(s):
Do you have a RE5 qualification?
How many years experience do you have in the field?
Work Location: In person
Title: Financial Advisor
Company: HR Ingenuity
Location: Durban
