Financial Advisor - (Salaried)

FINANCIAL ADVISOR ( SALARIED)SANDTONAbout DiscoveryDiscovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.Key Purpose of the roleThe role involves policy and benefit reviews to identify client needs. The Financial Advisor will ensure that clients are always aware of product enhancements that may benefit their existing or new need. The Financial Advisor will always conduct financial needs analysis and or assess risk appetite before recommending changes to their existing product structure and or fund portfolios.Job CategoryWe are looking for a suitably experienced Financial Advisor to become part of our vibrant and dynamic sales team. This individual will consult with existing Discovery Life, Invest and Insure clients to offer them specialist advice on their current products, benefits and or fund selection. This role drives ongoing servicing of existing clients and as such is remunerated on a non-commissionable basis.Key ResponsibilitiesYour tasks will typically involve:conducting in-depth reviews of clients' financial goals, from risk protection to wealth creationconducting a financial needs analysis and preparing proposals best suited to meet individual clients' requirementsproviding clients with information on new and existing products, benefits and servicesdesigning financial strategiesassisting clients to make informed decisionsreviewing and responding to clients changing needs and financial circumstancescontacting clients with news of new financial products or changes to legislation that may affect their savings and investmentsReview client policies regularly to determine if adjustments are needed because of personal or financial changesPersonal Attributes And SkillsStrong Customer focusNetworking skillsProactive engagementService orientated mind-set is criticalStrong Planning and organisational skillsQualifications And ExperienceMinimumWealth management qualification with at least 120 creditsRE5 qualificationAt a minimum 2 years’ experience as a Financial AdvisorBeneficialUnderstanding of Financial PlanningKnowledge of insurance (short-term, health, risk and investment industry)EMPLOYMENT EQUITYThe Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.