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Financial Advisor

Job in Pretoria, 0002, South Africa
Listing for: Bebeeassessment
Full Time position
Listed on 2026-01-03
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services
Job Description & How to Apply Below

Financial Advisor Role

This opportunity involves highly technical analytical work, client financial need assessment and proposing solutions to meet each client's goals.

As a result of this experience, you will develop productive working relationships with colleagues and clients throughout the financial services environment.

Main Responsibilities

Carry out in-depth analytical work

Evaluate client financial needs and circumstances

Propose solutions and draft financial recommendations that meet each client's objectives

BUILD STRONG RELATIONSHIPS WITH COLLEAGUES AND CLIENTS

To be considered for this role, applicants should hold a 3-year finance-related degree.

No prior experience is necessary.

Successful candidates will have opportunities to travel and gain practical experience in giving financial advice and retirement benefit counseling.

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