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Company Description GARUDA INDUSTRIES is a growing company headquartered in Phoenix, Durban, in the KwaZulu-Natal province of South Africa. Located in a developing business hub, the organization is focused on expanding its reach and strengthening its financial and operational capabilities. Team members collaborate across locations, supporting both local and international initiatives. The company values professionalism, integrity, and long-term relationships with its clients and partners.
Role Description This full-time remote Financial Advisor role focuses on providing clients with clear, tailored guidance to help them reach their financial goals. Day-to-day responsibilities include assessing clients’ current financial situations, analyzing income, expenses, assets, and liabilities, and developing comprehensive financial plans. The Financial Advisor will advise on investment options, retirement planning strategies, risk management, and savings plans, ensuring recommendations align with each client’s risk tolerance and time horizon. The role involves preparing reports, monitoring portfolio performance, reviewing plans regularly, and adjusting strategies as needed. The Financial Advisor will also collaborate with internal teams, stay informed about market trends and regulatory changes, and communicate complex financial concepts in a straightforward, accessible manner.
Qualifications
- Candidates should possess strong skills in Financial Planning and Financial Advisory to develop and present comprehensive, client-focused financial strategies.
- Candidates should have solid Finance and Investments skills to analyze markets, evaluate investment products, and construct diversified portfolios.
- Candidates should demonstrate expertise in Retirement Planning to design sustainable, long-term income strategies for clients.
- Candidates should have excellent analytical and quantitative skills, with the ability to interpret financial data and make evidence-based recommendations.
- Candidates should possess strong communication and interpersonal skills to build trust, explain complex topics clearly, and maintain long-term client relationships.
- Candidates should be comfortable working independently in a remote setting, managing time effectively, and using digital tools for client meetings and documentation.
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