Posted 5 months ago
Alexforbes: Financial Advisor
Division / Department: Individual Consulting (Retail)
Job Title: Financial Advisor
Date: 8 August 2025
Main Purpose of Job: To transform every client’s financial journey through inclusive advice, intelligent technology and impactful solutions
To manage our client’s wealth, growing their futures and empowering them to reach their investment destination.
Direct Reporting Line: Regional/Senior or other designated reporting line
Direct / Indirect reports to this position: 1-3 year
Experience required:
At least 2 years’ experience in the: –
- Financial Services industry – including service providers and the retail market
- Legislation governing investment markets (local and offshore), investment vehicles and retirement funds
- Tax implications of the various investment options available
- Specific long-term Insurance Categories,
- Compulsory and Discretionary Investments
- Ability to provide Estate Planning advice and the gathering of information to draft standard wills
- Ability to build rapport with key stakeholders
Educational required
- Matric
- Tertiary qualification i.e. relevant. BCom/BBus allowing access to a Post graduate diploma in Financial Planning
- RE5
- NQF 6 in Wealth Management or RPL completed
Professional registration (if applicable):
- CFP license (member of the FPI or studying towards it) – advantageous
- Computer Literacy Extensive practical experience on Microsoft office (outlook, word, excel, PowerPoint)
Personal profile and competencies
- Comprehensive understanding the 6 steps of financial planning
- Ability to work under pressure
- Excellent and proven selling ability
- Ability to cross and upsell
- Ability to identify new business opportunities
- Excellent verbal and written communication skills in required language
- Articulate with confident presentation skills
- Strong client service orientation
- Attention to detail and accuracy
- Organized with effective time management skills
- Proactive – use initiative
- Ability to work independently
- Strong work and compliance ethics
- Empathetic towards clients with sound listening skills
Key Result Area Main Activities:
- Develop and implement strategies to obtain and manage business opportunities that emanate within assigned corporate accounts
- Manage and strengthen relationships with key stakeholders in assigned Corporates
- Source new business from retained clients and by means of referrals
- Support Alexforbes client related strategies and deliver key goals
- Ensure that the client’s investment portfolio is consistent with FPC’s investment philosophy
- Provide the client with information on the performance of the various investment portfolios available
- Identify a client’s investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon etc
- Make a recommendation based on the risk questionnaire and subsequent discussions in line with Financial Planning Consultants house views.
- Complete recommendations within agreed turnaround times
- Provide the client with information on the performance of the various investment portfolios available
- Provide the necessary reports and or recommendations as well as a verbal or written explanation of the investment return.
- Provide basic investment principles education to the client i.e. risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etc.
- Provide holistic financial planning services (including investments, risk cover and estate planning) to clients
- Resolve client concerns, queries and/or complaints
