Job Summary
Our client an independent financial services firm committed to providing expert financial planning and wealth management solutions to their clients. They are looking for a motivated and detail-oriented individual to join their team as a Financial Advisor in their Stellenbosch office.
Key Responsibilities:
- Provide expert financial advice and planning to clients.
- Conduct financial needs analysis and develop personalized financial plans.
- Advise on investment options, wealth creation, and risk management.
- Assist clients with offshore investment applications and other financial solutions.
- Stay updated on regulatory changes and industry trends.
- Build and maintain strong client relationships.
- Ensure all documentation and compliance requirements are met.
Minimum Requirements:
- At least 2 years of experience in financial services.
- A relevant qualification (BCom, CFP, or equivalent) is highly advantageous.
- RE5 qualification required.
- Strong knowledge of investment products, tax planning, and estate planning.
- Fluent in Afrikaans and English.
- Excellent communication and client relationship skills.
- Proficient in MS Office and financial planning software.
Competencies:
- Analytical and detail-oriented approach to financial planning.
- Strong problem-solving and critical-thinking abilities.
- Professionalism and ethical conduct in line with FAIS regulations.
- Self-motivated with the ability to work independently and in a team.
Area: Stellenbosch
Salary offered: Market related depending on number of years’ experience plus commission.
Starting date: As soon as possible.
Please apply online for this position if you meet the above-mentioned requirements.
Please assume that your application was unsuccessful if you do not receive any feedback within 4 weeks.
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