Overview
Independent Financial Advisor Jobs in Durban, South Africa at Consult
Consult is a prominent financial planning and advisory firm with a national presence, managing R30 billion in assets under advice. We offer tailored financial planning, advisory, and investment management services to help clients achieve their financial goals. Collaborating with leading financial product providers, we deliver objective solutions, including life, health, investment, and employee benefit plans. Our team comprises experienced industry veterans and emerging professionals dedicated to our clients’ financial success.
Consult is a part of Momentum Metropolitan Holdings Limited and operates as an authorized Financial Services Provider (FSP 5503).
Role Description
This is a full-time on-site role located in Durban for an Independent Financial Advisor. The professional in this role will provide tailored financial advice, plan and manage comprehensive financial strategies for clients, and identify suitable solutions from various financial products and services. The advisor will guide clients on investment opportunities, retirement planning, and wealth management strategies, while ensuring compliance with regulatory standards.
Building strong relationships and maintaining client trust are key priorities in this role.
Qualifications
- Expertise in Financial Planning.
- Strong knowledge of Finance, Investments, and Financial Advisory
- Proven ability to develop and implement tailored advisory solutions
- Excellent interpersonal, communication, and relationship-building skills
- Relevant certifications such as CFP (Certified Financial Planner) or similar are highly advantageous
- Proficient understanding of regulatory and compliance requirements in financial advisory services
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field is preferred
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Title: Independent Financial Advisor
Company: Consult
Location: Durban, South Africa
Category: