Graduate for Short Term Insurance
Company undisclosed · Greyville
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Start free — we apply for you →Job DescriptionRole: Financial AdvisorCategory: Wealth ManagementLocation: Durban Are you a seasoned financial professional with a passion for guiding clients through complex investment and retirement landscapes? Key Responsibilities:As a Financial Advisor, you will provide personalized advice with a focus on investment portfolios, retirement planning, and wealth preservation. Your core duties will include:Tailored Financial Planning: Conducting in-depth needs analyses to develop financial plans aligned with clients life goals.Retirement Expertise: Developing and implementing strategies for South African retirees and expatriates to ensure lifestyle sustainability.Investment Guidance: Advising on offshore options, annuities, living annuities, and tax-efficient drawdown strategies.Cross-Border Advisory: Navigating complex issues such as foreign pensions, dual tax residency, currency risk, and international estate planning.Client Relationship Management: Building long-term relationships based on trust and transparency while conducting regular portfolio reviews.Compliance & Technical Proficiency: Ensuring all advice remains compliant with South African financial legislation (FSCA, SARS, SARB) and managing client interactions through CRM systems like AtWork. Role Requirements: https://www.jobplacements.com/Jobs/F/Financial-Advisor-1312098-Job-Search-7-24-2026-9-06-06-AM.asp?sid=gumtree