Advisor

SUMMARY:
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POSITION INFO:

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.