Financial Advisor

Company Description Circufin Group is a comprehensive provider of financial services, offering expertise in short- and long-term insurance, personal and business accounting, tax, estate planning, and company group benefits, including medical aid. We pride ourselves on being a one-stop shop for all financial service needs. Our services extend to fostering business development and assisting clients in establishing ventures through our partnerships and grants division. At Circufin Group, we aim to provide tailored solutions that empower individuals and businesses alike. Role Description This is a full-time hybrid role for a Financial Advisor based in Nelspruit, with flexibility for some remote work. The Financial Advisor will be responsible for building and managing client portfolios, providing financial planning and retirement planning services, and advising clients on investments. The role also involves analyzing clients’ financial needs to offer tailored recommendations and assisting them in achieving their financial goals. Regular follow-ups and building long-term client relationships will be key aspects of the role.Leads are provided but must be able to build a practice. Qualifications Experience in Financial Planning and Retirement PlanningKnowledge and proficiency in Investments and broad financial advisory servicesStrong understanding of fundamental Finance conceptsExcellent interpersonal and communication skillsAbility to work independently and flexibly in a hybrid work setup and in team environmentBachelor's degree in Finance, Economics, Marketing or a related field Certification or licensing as a Financial Advisor (e.g., CFP) is an advantage