Advisor

Arvo; Stellenbosch; On-site; ZAR 250,000 - 450,000; Full time

Job summary

A leading financial firm in Stellenbosch seeks a motivated Financial Advisor to offer expert financial planning and investment advice. The ideal candidate will possess strong analytical and communication skills, along with relevant qualifications and experience. This role presents an opportunity to work within a dynamic team while building meaningful client relationships.

Qualifications

• At least 2 years of experience in financial services.
• RE5 qualification required.
• Strong knowledge of investment products and tax planning.

Responsibilities

• Provide financial advice and conduct needs analysis.
• Advise on investment options and risk management.
• Build and maintain strong client relationships.

Skills

Analytical skills

Problem-solving

Communication

Client relationship management

Education

BCom or CFP qualification

Tools

MS Office

Financial planning software

Job description

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.