Senior Financial Advisor

In brief

**Overview** This is a full-time, on-site Senior Financial Advisor role at Insurance Zone, located in the City of Johannesburg. The position involves advising individual and corporate clients on comprehensive financial planning, including insurance, investments, retirement, and employee benefits solutions, ensuring alignment with regulatory requirements and client objectives. **What you will do** Key responsibilities include: * Meeting clients to assess financial needs. * Preparing and presenting tailored financial plans. * Reviewing existing portfolios and recommending adjustments to support long-term goals. * Collaborating with internal teams and external partners. * Maintaining accurate records. * Staying current on market trends and product developments. * Ensuring ongoing client relationship management and retention. * Identifying new prospects and networking with brokers and organizations for business development. * Contributing to the growth of Insurance Zone’s financial advisory services. **Requirements (from the original advert)** * Strong skills in Financial Planning and Financial Advisory. * Solid Finance and Investments skills. * Expertise in Retirement Planning. * Relevant professional qualifications, such as a bachelor’s degree in Finance, Economics, Accounting, or a related field. * Appropriate regulatory certifications or licenses (e.g., FAIS-compliant). * Excellent analytical, communication, and presentation skills. * High ethical standards. * Ability to work both independently and collaboratively in a client-centric environment. **Who should apply** This role is suitable for a client-centric Senior Financial Advisor experienced in comprehensive financial planning for individual and corporate clients, covering insurance, investments, retirement, and employee benefits. The ideal candidate will be proactive in business development, skilled in assessing financial needs, presenting tailored plans, and maintaining client relationships. They should possess strong analytical, communication, and ethical capabilities, along with a relevant academic background and regulatory certifications. Proven experience in a senior advisory role, preferably within insurance, employee benefits, or wealth management, and a strong track record of client acquisition and retention is beneficial. Familiarity with local regulatory frameworks, financial planning tools, and CRM systems is also advantageous. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/senior-financial-advisor-insurance-zone Source: myjobmag

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