Financial Administrative Specialist managing advanced financial studies and analyses to optimize workflows. Joining Sicredi, Brazil's first cooperative financial institution with over 9.5 million members.
About the role
- Financial Adviser providing professional financial advice and planning to clients in South Africa. Building strong relationships and maintaining client loyalty through ethical practices and compliance.
Responsibilities
- Provide new and existing clients with professional and relevant financial advice, planning and products (sales)
- Undertake the procurement of sustainable business of high quality
- Maintain and service clients as part of a long-term relationship
- Ensure all client interactions are compliant
- Conduct financial needs analysis and provide planning advice
Requirements
- Grade 12
- Financial Advisory and Intermediary Services Act "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months
- Knowledge and Skills in Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
Benefits
- Continuous learning in terms of knowledge, skills and market/industry issues
- Opportunities for growth and development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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