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Senior Financial Advisor – Durban Office (Umhlanga)

Industry: Other / Job Expires: 2018-04-16 21:21:28 / Location: Kwazulula Natal

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  • The purpose of the Senior Financial Advisor role is to:
  • Provide financial advice (investment, tax and insurance) to clients. 
  • Maintain and grow client base. 


New & Existing Clients:

  • Scan client base and target market for financial planning opportunities
  • Generate leads by identifying appropriate clients/prospects
  • Contact clients/prospects to introduce or position products and service offering
  • Create interest and secure financial planning meetings with prospects/clients
  • Deliver quality financial planning and advisory services to existing and prospective clients
  • Retain existing clients and generate new clients
  • Optimise business profitability by identifying income opportunities and meeting agreed
  • income targets
  • Facilitate requirements between clients and product/service providers
  • Track and report progress of agreed implementation to clients
  • Issue confirmation of implementation to clients
  • Conduct annual reviews with clients

Compliance & Process 

  • Agree and document services to be provided
  • Provide and explain regulatory disclosures to new/existing clients
  • Agree and sign service level agreements with new/existing clients
  • Conduct financial needs analysis for clients using business’s FNA system
  • Consolidate recommendations and action steps into a financial plan
  • Source quotations for product related recommendations
  • Present recommendations, listen to clients concerns and revise strategies if necessary
  • Get clients to complete and sign all advisory documents and instructions
  • Complete Client Advice Record

Sales Management 

  • Maintain a record of sales generated 
  • Maintain a record of pipeline sales
  • Attend and present updates at internal sales meetings 
  • Achieve sales target set


  • Microsoft Office knowledge (Word, Excel, Outlook, PowerPoint)
  • Excellent written and verbal presentation skills
  • Active listening
  • Critical Thinking 
  • Professional and presentable
  • Own reliable transport
  • Interact professionally with clients and product providers 
  • Perform under pressure
  • Attention to detail
  • Takes initiative
  • Ability to meet deadlines
  • Organises work smartly
  • Team player 


Minimum 5 years in a senior financial advisory or similar role, dealing with high net-worth clients. 


Post Graduate Diploma in Financial Planning Certified Financial Planner® (CFP®) 

Regulatory Examination 1 

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