Key Purpose of the role<\/p>\n
\tThe 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.<\/p>\n
Job Category<\/p>\n
\tWe are looking for a suitably experienced Financial Advisor to become part of our vibrant and dynamic sales team. This individual will consult with existing Discovery Life, Invest and Insure clients to offer them specialist advice on their current products, benefits and or fund selection. This role drives ongoing servicing of existing clients and as such is remunerated on a non-commissionable basis.<\/p>\n
Key Responsibilities<\/p>\n
Your tasks will typically involve:<\/p>\n
\tconducting in-depth reviews of clients’ financial goals, from risk protection to wealth creation
\n\tconducting a financial needs analysis and preparing proposals best suited to meet individual clients’ requirements
\n\tproviding clients with information on new and existing products, benefits and services
\n\tdesigning financial strategies
\n\tassisting clients to make informed decisions
\n\treviewing and responding to clients changing needs and financial circumstances
\n\tcontacting clients with news of new financial products or changes to legislation that may affect their savings and investments
\n\tReview client policies regularly to determine if adjustments are needed because of personal or financial changes<\/p>\n
Personal Attributes and skills:<\/p>\n
\tStrong Customer focus
\n\tNetworking skills
\n\tProactive engagement
\n\tService orientated mind-set is critical
\n\tStrong Planning and organisational skills<\/p>\n
Qualifications and Experience:<\/p>\n
Minimum<\/p>\n
\tWealth management qualification with at least 120 credits
\n\tRE5 qualification
\n\tAt a minimum 2 years\u2019 experience as a Financial Advisor<\/p>\n
Beneficial:<\/p>\n
\tUnderstanding of Financial Planning
\n\tKnowledge of insurance (short-term, health, risk and investment industry)<\/p>\n
go to method of application \u00bb<\/p>\n
Apply via company website ( ) or<\/p>\n
<\/p>\n","protected":false},"author":2,"featured_media":0,"template":"","meta":{"_promoted":"","_job_location":"","_application":"","_company_name":"Discovery Limited","_company_website":"","_company_tagline":"","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary":"","_job_salary_currency":"","_job_salary_unit":""},"job_listing_region":[11],"job-types":[12],"class_list":{"0":"post-13851","1":"job_listing","2":"type-job_listing","3":"status-expired","4":"hentry","5":"job_listing_region-gauteng","7":"job-type-full-time"},"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings\/13851","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings"}],"about":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/types\/job_listing"}],"author":[{"embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/users\/2"}],"wp:attachment":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/media?parent=13851"}],"wp:term":[{"taxonomy":"job_listing_region","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job_listing_region?post=13851"},{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-types?post=13851"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}