Overview
Senior Financial Advisor Jobs in Pretoria, South Africa at Innovative Financial Advisor Services
Company Description
Innovative Financial Advisor Services is a modern, well-capitalized, and professionally staffed insurance advisory. Our clients benefit from our unique approach and skillset, delivering tailor-made and best-of-breed solutions that are flexible with zero wastage. As an open architecture brokerage, our Senior Advisers can provide solutions on almost every regulated product, fund, short-term insurance and medical-aid in RSA. We strive to offer innovative solutions to meet our clients’ unique financial needs.
Role Description
This is a full-time Senior Financial Advisor role at Innovative Financial Advisor Services. The role is hybrid, based in Pretoria and Johannesburg with the opportunity to work from home part of the time. The Financial Advisor will be responsible for providing comprehensive financial planning, retirement planning, investment advice, and financial advisory services to clients. Day-to-day tasks include conducting client consultations, developing financial strategies, maintaining client relationships, and staying updated on financial regulations and market trends.
Qualifications
Skills in Financial Planning and Finance
Experience in Retirement Planning and Investments
Proficiency in providing Financial Advisory services
Excellent interpersonal and communication skills
Ability to work independently and as part of a team
Relevant qualifications in finance, economics, or related field
Professional certification (e.g., CFP, CFA) is a plus
Experience in the insurance industry is beneficial
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
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Title: Senior Financial Advisor
Company: Innovative Financial Advisor Services
Location: Pretoria, South Africa
Category: Finance & Banking (Financial Consultant, Financial Sales), Sales (Financial Sales)
