Client-Centric Financial Advisor & Planner

A leading financial services company in South Africa is seeking an experienced Financial Advisor to join their vibrant sales team. The candidate will conduct policy and benefit reviews to identify client needs and provide specialist advice on existing products. This role emphasizes reviewing clients' financial goals and making necessary adjustments based on their circumstances. Ideal candidates should possess a wealth management qualification and have at least 2 years of experience in the financial advisory sector. A service-oriented mindset and strong organizational skills are essential.