- Durban North Coast
- Salary: Market Related
- Job Type: Permanent
- Sectors: Banking Insurance Investment
- Benefits: Training
- Reference: copy-75747
Vacancy Details
Employer: GJM Ultra Holdings (Pty) Ltd
Job Title: Financial Advisor
Job Summary:
We are seeking a highly skilled, self-motivated, and dynamic individual who is passionate and has entrepreneurial spirit to join our growing team. The ideal candidate should have a deep understanding of financial planning and investments. The successful candidate will also possess excellent communication and interpersonal skills to build and maintain strong client relationships.
Responsibilities:
- Responsible for the procurement of new business.
- Provide customized financial planning and investment advice to existing and new clients based on their individual goals, risk tolerance, and financial situation.
- Develop and maintain a comprehensive understanding of financial products, investment strategies, tax laws, and regulatory requirements.
- Analyze financial data, review clients' investment portfolios, and make recommendations to optimize their financial objectives.
- Assist clients in completing applications, medical examinations, and all other documentation required for insurance underwriting.
- Continuously monitor and review client portfolios to ensure policies remain relevant, efficient, and aligned with their evolving needs.
- Face to face meetings and brand awareness – with regards to our Tax Department, Billing Department, Short Term Department, Fiduciary etc.
Qualifications:
- Bachelor's degree in finance, accounting, economics, or related field.
- A professional certification such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) is highly desirable.
- Proven track record as a Financial Advisor, with a minimum of 2 - 5 years of relevant experience in financial planning and investment management.
- FAIS Compliance
- RE5
- Valid driver’s license and own vehicle (Non-negotiable)
- Clear criminal and credit check
- Minimum of 2 - 5 years working experience (preferably in sales)
- Excellent Communication Skills
2 people have applied for this job. 655 people have viewed this job.
About GJM Ultra Holdings (Pty) Ltd
GJM Ultra Holdings is an independent, specialist financial brokerage with offices in Johannesburg as well as in Durban. We offer financial planning, asset management, short term insurance and tax and estate planning functions to medical practitioners nationally.
We have a client base of over 1500 medical practitioners and more than 10 billion under asset management and have received over 180 awards for excellence within our industry. At present, founder Greg Meaden is Man of the Year for Sanlam and top 5 for three other insurance companies. He has experience in excess of 29 years.
GJM Ultra Holdings have over 75 staff members who are specialists within the above-mentioned areas. We assist our clients from start to finish managing their billing, tax, sort term insurance, long term insurance and asset management.
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