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Financial Advisor
J AND A MOKHEMB FINANCIAL SERVICES (PTY)LTD
Durban, KwaZulu-Natal, South Africa
R180,000 / yr
We are seeking a dynamic and motivated Financial Advisor to join our team in Durban, KwaZulu-Natal, South Africa. As a key member of our financial services firm, you will play a vital role in helping clients achieve their financial goals while working in a supportive and professional environment. This full-time position offers an excellent opportunity to impact clients' lives positively and contribute to the growth and success of our company.Key ResponsibilitiesConduct thorough assessments of clients' financial situations to tailor financial plans and investment strategies.Educate clients on various financial products and services, ensuring they make informed decisions.Prospect for new clients through networking and relationship-building activities.Maintain strong client relationships through continuous communication and excellent customer service.Develop and implement comprehensive financial plans that align with clients' goals and risk tolerance.Monitor clients' financial progress and adjust plans as necessary to respond to changing circumstances.Stay up-to-date with market trends to provide valuable insights and advice to clients.Required and preferred qualificationsRelevant Sales Training.Proven skills in Sales, Communication, Customer Service, Networking, and Relationship Building.Experience in the financial services industry is preferred but not mandatory.Proficiency in relevant software and tools used for financial planning and analysis.A minimum of 1-3 years of experience in sales or customer-facing roles.We pride ourselves on fostering a collaborative team atmosphere where members support each other's professional growth. Financial Advisors report directly to the Senior Management Team and work closely with colleagues across different departments.Our company values cross-functional collaboration and encourages open communication among all team members. You will have the opportunity to partner with marketing and research teams to enhance client service and support.Embrace a rewarding career path with abundant growth opportunities where your drive and dedication are recognized. Enjoy a vibrant company culture that values professionalism, teamwork, and client focus. We provide competitive benefits, including comprehensive training programs for ongoing professional development and modern workplace benefits that promote work-life balance.