Financial Advisor

Role: Financial Advisor

Category:  Wealth Management

Location: Durban

 

 

Are you a seasoned financial professional with a passion for guiding clients through complex investment and retirement landscapes? 

 

 

 

Key Responsibilities:

As a Financial Advisor, you will provide personalized advice with a focus on investment portfolios, retirement planning, and wealth preservation. Your core duties will include:


Tailored Financial Planning: Conducting in-depth needs analyses to develop financial plans aligned with clients'''''''' life goals.


Retirement Expertise: Developing and implementing strategies for South African retirees and expatriates to ensure lifestyle sustainability.


Investment Guidance: Advising on offshore options, annuities, living annuities, and tax-efficient drawdown strategies.


Cross-Border Advisory: Navigating complex issues such as foreign pensions, dual tax residency, currency risk, and international estate planning.


Client Relationship Management: Building long-term relationships based on trust and transparency while conducting regular portfolio reviews.


Compliance & Technical Proficiency: Ensuring all advice remains compliant with South African financial legislation (FSCA, SARS, SARB) and managing client interactions through CRM systems like AtWork.

 

 

 

 

 

Our client is looking for an individual who balances technical mastery with exceptional interpersonal skills. To be considered, you should possess:

 

Educational Background: A Bachelor’s degree in Finance, Economics, or a related field.

Professional Designation: Certified Financial Planner (CFP®) designation or equivalent.

Extensive Experience: A minimum of 10 years in financial advisory, specifically focused on investments and retirement planning.

Proven Track Record: Demonstrated success working with high-net-worth individuals, retirees, and expatriates.

Licensing: RE5/RE1 certification as an authorized representative is required.

Essential Traits: High levels of integrity, empathy, resilience, and a problem-solving mindset.

Digital Proficiency: Comfort in conducting virtual consultations via Teams and proficiency in Excel or Google Sheets for financial calculations.