Job at a glance
Financial Advisor Cape Town | Southern Suburbs The Opportunity Join a dynamic Financial Planning team in a high-growth, learning-focused environment. This role is suited to an experienced Financial Advisor who combines strong technical knowledge with a genuine commitment to client service. You will provide advice across investment, retirement, estate planning and tax, working predominantly with clients approaching or already in retirement.
The role has a strong focus on wealth preservation, long-term relationships and the growth of your own client portfolio. Your Key Responsibilities ✓ Conduct client needs analyses and provide tailored financial advice. ✓ Build and maintain strong, long-term client relationships. ✓ Provide investment, retirement, estate planning and tax advice. ✓ Conduct investment research and portfolio reviews. ✓ Prepare and collate client financial reviews and presentations.
✓ Deliver exceptional service to clients and their families. ✓ Prepare accurate client reporting. ✓ Manage administration and data capturing. ✓ Support new business, marketing and networking initiatives. ✓ Grow and manage a client book in line with, or above, targets. ✓ Collaborate with internal and external stakeholders. Requirements What You'll Need ✓ Relevant degree, such as a BCom or equivalent.
✓ Postgraduate Diploma in Financial Planning. ✓ RE5 qualification. ✓ Fit and proper requirements in order. ✓ Proven client-service experience within financial planning. ✓ Strong knowledge of investment products, retirement planning, legislation and tax. ✓ Proficiency in Microsoft Office, particularly Excel and PowerPoint. The Person We’re Looking For: • Client-focused and passionate about exceptional service • Able to work independently and take ownership • Highly organised, detail-oriented and deadline-driven • Confident in building professional relationships • Commercially minded, with a drive to grow a client portfolio • Clear and confident when presenting complex financial information • Fluent in English; an additional local language is advantageous Additional Requirements: Clean credit & criminal check • Valid driver’s licence • Own vehicle READY FOR YOUR NEXT CAREER MOVE?
If you are an experienced Financial Advisor who combines strong technical knowledge with a genuine commitment to client service, submit your updated CV for consideration. APPLY WITH YOUR UPDATED CV Please email you CV to [email protected] and cc [email protected] . In the subject line “Financial Advisor CT SS”. For any additional information call the office on 021 553 5000