Financial Advisor

at  Surex

JOB OVERVIEW

• Date Posted: Posted 1 day ago
• Location: Durban, Kwazulu Natal
• Job Title: Financial Advisor
• Education Level: High School / Matric
• Job Level: Junior
• Minimum Experience: 0 - 1 Years

FINANCIAL ADVISOR POSITION AVAILABLE IN DURBAN.

We are a leading financial services company committed to providing top-notch wealth management and protection solutions to our clients. We pride ourselves on offering exceptional opportunities for growth and development in the financial industry.
We are currently seeking candidates for Financial Advisor positions. This role offers full training and support, making it an excellent opportunity for individuals looking to start a career in finance.

REQUIREMENTS:

• Own vehicle
• Own laptop/tablet
• Matric certificate
• No criminal record
• No previous experience in finance required.
• Strong communication and interpersonal skills.
• Motivated self-starter with a passion for helping others achieve financial success.
• Ability to work independently and as part of a team.
• Excellent organizational and time management skills.
• Must be located in South Africa and legally eligible to work.

• Provide comprehensive financial advisory services to clients, helping them achieve their wealth management goals.
• Conduct in-depth financial analyses to assess clients’ needs and develop tailored financial plans.
• Educate clients on various insurance products, and retirement planning strategies.
• Build and maintain strong client relationships through proactive communication and personalized service.
• Stay updated on industry trends, market developments, and regulatory changes to provide informed recommendations to clients.