Financial Advisor
Cape Town, WC, ZA, South Africa
Job Description
This is a full-time remote role for a Financial Advisor at Alpha Wealth Solutions. The Financial Advisor will be responsible for providing expert guidance and comprehensive financial solutions to clients. The day-to-day tasks will include financial planning, retirement planning, investment advisory, and offering personalized financial advice to clients.
Key Responsibilities:
Conduct in-depth reviews of clients' financial goals, from risk protection to wealth creation. Perform financial needs analysis and prepare proposals tailored to individual clients. Provide clients with information on new and existing products, benefits, and services. Design financial strategies and assist clients in making informed decisions. Regularly review client policies to determine if adjustments are needed due to personal or financial changes. Stay updated on financial products and legislative changes that may impact clients' savings and investments
Personal Attributes & Skills:
Strong customer focus and networking skills. Proactive engagement and service-oriented mindset. Excellent planning and organizational skills.
Qualifications & Experience:
Minimum
Wealth Management qualification
with at least120 credits
.RE5 qualification
. At least2 years of experience
as a Financial Advisor. Financial Planning and Finance skills Retirement Planning and Investment skills Experience in providing financial advice and advisory Strong analytical and problem-solving skills Excellent communication and interpersonal skills Ability to work independently and remotely Knowledge of financial regulations and complianceJob Types: Full-time, Permanent
Work Location: Remote
Expected Start Date: 2025/07/01
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Job Detail
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Job IdJD1439389
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IndustryNot mentioned
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Total Positions1
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Job Type:Contract
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationCape Town, WC, ZA, South Africa
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EducationNot mentioned