Senior Financial Advisor / Planner
Port Elizabeth, South Africa, Eastern Cape, ZA
5d ago

Our client in the Financial Services industry is seeking an experienced and mature Senior Financial Advisor / Planner to join their team in Port Elizabeth.


  • Proven working experience as a Financial Adviser (minimum 8 10 years)
  • Track record of successful financial guidance
  • Ability to analyse market’s financial data and to 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
  • Excellent PC knowledge and ability to operate systems
  • Current certificate of qualifications
  • Responsibilities

  • Provide advice across a wide variety of financial products and / or services
  • Assess a client’s overall financial picture, understand their needs and develop a solid financial plan
  • Guide clients towards a suitable financial decision (close a sale)
  • Manage and grow client base and build long term relationships
  • Network, generate leads and take opportunities necessary to meet sales targets
  • Keep informed of new industry’s trends and research to offer sound financial advice
  • Oversee the course of the financial plan and update it, if necessary, to ensure the best and most up-to-date advice is given
  • Comply with all industry rules and regulations
  • Liaise with providers and other any other professionals necessary to ensure best advice
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