Financial Advisor Job Description

The role of a financial advisor demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial advisor commands the respect and trust of customers who are entrusting their financial futures to them.

This role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing fit for purpose financial plans and solutions.

Duties & Responsibilities

1. Provide appropriate financial advice in line with the customer’s resources and financial goals to enable positive financial futures and protection of assets and estate.
2. Provide pro-active, on-demand financial service and advice to customers within your allocated customer markets.
3. Understand the customer’s personal and financial circumstances to provide relevant and appropriate financial advice, building so...