Financial Advisor

About the role

A growing financial services organisation, recruited through Sheer Logic Management Consultants, is looking for motivated, results-oriented and customer-focused Financial Advisors. The role centres on identifying prospective clients, understanding their financial needs and recommending suitable financial products and solutions. It suits commercially driven people with experience in banking, insurance, investments, microfinance or financial services sales.

Key responsibilities

• Identify, prospect and acquire new clients through referrals, networking, direct sales and other business development initiatives.
• Build and maintain strong relationships with existing and prospective clients.
• Assess clients' financial needs, goals and circumstances and recommend appropriate products and services.
• Explain product features, benefits, costs and terms clearly to clients.
• Develop strategies to grow the client portfolio and achieve assigned sales and revenue targets.
• Follow up on leads, hold client meetings and convert prospects into active customers.
• Maintain accurate client records, sales pipelines and activity reports.
• Monitor client portfolios and provide ongoing support to encourage retention.
• Ensure compliance with regulatory requirements, internal policies and ethical standards.
• Stay up to date with market developments, competitor offerings and product changes, and deliver professional customer service.

Required profile

• Diploma or bachelor's degree in Business Administration, Finance, Economics, Marketing or a related field.
• Previous experience in financial services sales, relationship management, business development or financial advisory is an advantage; experience in banking, insurance, microfinance or investment services is desirable.
• Demonstrated ability to generate leads, acquire clients and achieve sales targets.
• Relevant professional qualifications or regulatory certifications are an added advantage, depending on the products offered.

Required skills

• Strong understanding of financial products and customer relationship management.
• Excellent communication, presentation and interpersonal skills.
• Strong sales, negotiation and persuasion skills.
• Good analytical and problem-solving skills.
• Ability to work independently, manage competing priorities and meet targets.

To apply, send your CV to the recruiter by 5 October 2025, indicating the job title.