Financial Advisor
Ziku Capital is a young and dynamic team of professionals committed to helping individuals, families, and small business owners achieve their financial dreams and life goals. We are seeking an Financial Advisor to join our team and be part of our vision to be the valued lifelong partner that will enhance our clients' lifestyles.
Job Responsibilities:
Collaborating efficiently with the team to ensure clients are provided with the highest level of financial advice, support, and service while maintaining compliance and adherence to standards
Clear communication and collaboration with the Director of Financial Advisory while actively contributing to the entire group business vision and mission statement
Efficiently providing financial advice and support to clients while maintaining high attention to detail and following procedures & processes
Managing the successful flow of financial advice from the initial consultation to the implementation of the recommendations while ensuring that all advice meets compliance requirements and guidelines
Conducting financial analysis and assisting with investment recommendations
Liaising with agents, accountants, solicitors & other professionals and developing a good rapport with clients to support the client relationship
Utilising CRM & financial advisory tools & technology to facilitate document management including filing, faxing, and scanning
Contributing positively to the community and maintaining high ethical and educational standards while continually striving to enhance learning & development
What we need
The ideal candidate will have:
- A degree in Business, Commerce, Accounting, or Finance.
- A minimum of 3 years of experience in a similar role.
- Good understanding and experience in financial advisory, investment, and compliance.
- Good communication, interpersonal, and relationship-building skills.
- Detail-oriented, good time-management, and organisational skills.
- Ability to multitask and work in a fast-paced environment.
What we offer
- Enjoy a competitive salary and benefits package, as well as ongoing opportunities for growth and development.
- Join a team that values innovation, dedication, and client satisfaction
- Experience the satisfaction of helping individuals and families achieve their financial dreams and life goals
- Be part of a company that is committed to excellence and is always looking for ways to improve
- Take the next step in your career and grow with us.
“Join our team as a Financial Advisor and become a valued lifelong partner to individuals, families, and small business owners. Your expertise and commitment will help our clients achieve their financial dreams and life goals, while contributing to our team's success.”
Ready to join?
Join our team as a Financial Advisor and experience the satisfaction of helping individuals, families, and small business owners realise their financial dreams and life goals. Your dedication, hard work, and attention to detail will make a positive impact on the lives of our clients and contribute to our team's success.
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