1 Office Automation jobs in Gauteng on Job Mail

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R13 000,00 - R15 000,00

PER MONTH

Gauteng

26 May 2022

Employer Origins Personnel

Financial Advisor

Origins Personnel Thursday, 26 May 2022 1

Sales/Marketing - Office Automation

Gauteng

FULL TIME

R13 000,00 - R15 000,00 (PER MONTH)

Financial Advisor Responsibilities:

Providing strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments).
Answering client questions about financial plans and strategies and giving financial advice.
Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
Implementing financial plans or referring clients to professionals who can help them.
Managing and updating client portfolios accordingly.
Contacting clients regularly to discover changes in their financial status.
Building and maintaining your client base regularly.

Financial Advisor Requirements:

Bachelor's degree in business, finance, or related field.
BS degree in Finance or related field.
Current certificate of qualifications (FCA, CII, DipFA, CISI or other).
Ability to analyze market’s financial data and to provide appropriate data-based advice
Accuracy, attention to detail and the ability to explain complex information clearly and simply
Knowledge of mutual funds, securities, and insurance industries.
Proficient in Microsoft Office (Word, Excel, Outlook, and PowerPoint).
Experience in providing quality financial advice.

IF YOU DO NOT HEAR FROM US WITHIN 2 WEEKS AFTER THE CLOSING DATE CONSIDER YOUR APPLICATION UNSUCCESSFUL.

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