Financial Adviser Job Description Template
Our company is looking for a Financial Adviser to join our team.
Responsibilities:
- Completing client risk analysis and determining the correct investment portfolios;
- Protect, secure and grow clients’ wealth by providing expert financial advice alongside industry professionals;
- Meeting with clients one-on-one and in groups;
- Providing investment opportunities across a broad spectrum of regulated products;
- Monitor financial market trends to ensure that plans are up-to-date, and that any necessary updates are implemented.
Requirements:
- Valid drivers license;
- Achievement of customer service levels (Customer feedback);
- Achievement of agreed financial objectives (e.g., growth in revenue, achievement of sales targets);
- Minimum required qualification and experience in terms of FAIS fit and proper requirements;
- Stakeholder feedback as gauged by internal network;
- FAIS Compliant;
- Clear credit record, with no criminal record;
- Tenacious;
- Own reliable transport;
- Personality Client centric and results driven;
- Tertiary Qualifications Relevant tertiary qualification is greatly beneficial;
- Entrepreneurial mind-set;
- Teachable;
- Matric;
- Clear ITC & Criminal record.