Job Description

Job Summary

We're looking for a driven, talented Financial Advisor to attract, acquire and retain clients by selling company products to generate new business and to provide after-sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and long-term viability.

Team members have noted that this company has an incredibly friendly, work-hard play-hard environment and a highly-collaborative team. Management is proactive and very involved and fosters a positive and goal-oriented atmosphere where employees are rewarded according to their own dedication and efforts to excel.

Role Responsibilities

• Proactively strive to achieve personal financial targets through effective planning, time management, diligence and appropriate stress management
• Present information-sharing sessions on financial planning topics to engage new businesses and enhance the knowledge of potential clients
• Analyse situations carefully, and understand the complexity and consequences before quickly taking action through clear, well-thought-out decisions
• Accurately identify problems and proactively solve them
• Identify entrepreneurial opportunities in every interaction and remain passionate, resilient, focused and organised
• Timeously complete all administrative and reporting duties related to the role
• Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services
• Support and guide clients through the decision-making process by displaying exceptional product knowledge and customer centricity
• Regularly review client accounts to determine whether life changes, economic changes or financial performance indicate a need for plan reassessment
• Build sound relationships with others through honesty, trust and respect
• Ensure technical product and legislative knowledge is always current to propose the most relevant and innovative client solutions and comply with governance requirements
• Be self-confident, self-motivated entrepreneurs and relentlessly pursue targets and goals.
• Effectively manage time and ensure optimal productivity
• Research and monitor financial market trends to ensure that plans are relevant, and effective and to identify any necessary updates
• Prepare, interpret and present client financial performance and other relevant information to enhance client understanding and facilitate decision-making
• Conduct client financial needs analysis to develop and implement a customised financial plan to achieve clients' financial goals

Requirements

• Proven working experience as a Financial Adviser, Controller, Planner, Specialist or relevant experience
• Track record of successful financial guidance
• Ability to analyse the market's financial data and provide appropriate data-based advice
• Strong communication, negotiation and presentation skills
• Accuracy, attention to detail and the ability to explain complex information clearly and simply
• BS degree in Finance or a related field
• Excellent PC knowledge and ability to operate database systems

Benefits

• Salary: negotiable.
• Our client is offering a highly competitive salary for this role based on experience.
• Please email us your cv to find out more details about this role:
• Alternatively, you are welcome to contact Lindy Du Plessis at 021 180 0857, Jessica Davies at 021 180 0860 or Dominique van Niekerk at 021 180 0853

Hire Resolve

IT/Computer

Recruiter

About

Specialists in Civil, Structural, Mechanical Engineering, Information Technology, Mining, Manufacturing and Finance Careers! Hire Resolve is one of the larger and more agile South African recruitment companies that focus on placing professionals and skilled people in permanent employment and contract employment. We prefer and focus on working with top quality professionals and candidates in South Africa and Africa. Hire Resolve has successfully placed Engineering, Mining, IT, Manufacturing and Finance professionals with top firms across the Western Cape, Eastern Cape, KwaZulu Natal, Gauteng and in Africa. Hire Resolve has assisted candidates to find jobs at over 100 JSE listed companies of which many are global companies with offices and operations in South Africa and Africa. It is for this reason that we are well respected in the industries we operate in and in the recruitment industry.

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