Financial Advisor

Updated: April 02, 2024 11:07 AM GMT

Hilgard Financial Services

Benoni

The Financial Advisor will be responsible for providing long term insurance comprehensive financial planning advice and services to clients. The role includes working with clients to develop personalized financial plans to meet their unique needs and objectives.

Responsibilities
• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications
• Experience in Financial Planning and Advisory
• Knowledge of Finance and Investments
• Excellent communicator with strong interpersonal skills
• Ability to work independently
• National Certificate in Wealth Management (NCWM) or equivalent
• RE5 Qualification More Detail