Virtual Financial Advisor Learnership

About

Description

The sales and service delivery focus is to facilitate seamless sales activation, conversion, and fulfillment for new and existing customers. The focus is on deepening customer relationships and providing individualized service to increase loyalty and business referrals. The sales conclusion and sales activation are crucial, with the aim of ensuring all credit and fraud referrals are investigated and resolved. Customer experience management is essential, with the focus on enhancing the brand experience and managing transactional activities. The role also involves adhering to internal and external risk and governance policies, standards, and procedures, and adhering to NCA, FICA, and FAIS legislation.

Responsibilities

• Provide financial advisory services to clients through digital platforms
• Assist clients in making informed investment and financial planning decisions
• Conduct financial assessments and recommend suitable financial products
• Maintain client relationships and provide ongoing financial support
• Stay updated with financial regulations and industry trends
• Collaborate with financial experts and senior advisors to enhance service delivery
• Use digital tools and software for financial planning and reporting

Qualifications

• Matric (Grade 12) or equivalent qualification
• A relevant degree or diploma in Finance, Economics, Accounting, or Business (advantageous)
• Strong analytical and problem-solving skills
• Excellent verbal and written communication skills
• Proficiency in digital tools and financial software
• Ability to work independently and in a team
• A keen interest in financial advisory services and client management

Application instructions:

• Click the apply button to apply.