Financial Advisory

Telesure Investment Holdings Pty • Other • Johannesburg, Gauteng, South Africa • $200 - $300 / year • 1w ago

Join TIH, home to some of South Africa’s leading financial service providers, and grow your career while being part of an organisation with purpose.

Job Purpose

As a Financial Advisor at TIH Advisory, you will play a crucial role in helping individuals and businesses achieve their financial goals through comprehensive insurance solutions. We are seeking motivated professionals with a proven track record in financial advisory services, as well as recent graduates with a passion for finance and a drive to succeed.

Responsibilities

Conduct thorough financial needs analysis for clients to understand their goals and objectives.
Develop and implement customised financial plans to meet clients' short and long-term goals.
Provide ongoing support and guidance to clients, reviewing their financial plans regularly and adjusting as needed.
Build and maintain strong relationships with clients through proactive communication and exceptional service.
Stay informed about industry trends and regulations, continuously enhancing your knowledge and skills to better serve clients.
Collaborate with team members to achieve collective goals and contribute to the overall success of the organisation.

Education

RE 5 (Essential); Bachelor's degree in Finance, Business Administration, or related field (for recent graduates). Preferred; Relevant certifications (e.g., CFP) preferred but not required.

Experience

Minimum 2 years of experience in financial advisory services (for experienced candidates); Proven track record of success in insurance sales and client relationship management; Strong understanding of insurance products and industry regulations; Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients; Demonstrated ability to work independently and collaboratively in a fast-paced environment.