Financial Advisor

August Integrated Services; Wes-Kaap; Hybrid; ZAR 30 000 - 70 000; Full time

Job summary

Join a forward-thinking company as a full-time financial advisor in the vibrant City of Cape Town. This role offers the opportunity to provide personalized financial planning advice, analyze client financial situations, and develop comprehensive risk and retirement plans. With a focus on building long-term relationships, you will leverage your strong analytical and communication skills to make impactful investment recommendations. The company supports your professional growth with potential further education programs, ensuring you stay at the forefront of the financial advisory field. Embrace a fulfilling career where your expertise makes a difference in clients' lives.

Qualifications

• 2+ years of industry experience as a Financial Advisor.
• Strong financial planning and finance skills required.

Responsibilities

• Providing personalized financial planning advice to clients.
• Analyzing financial situations and developing retirement plans.

Skills

Analytical Skills

Communication Skills

Financial Planning

Client Relationship Management

Investment Recommendations

Education

FAIS recognized qualification/degree in Finance

RE5 (Regulatory Examination)

120 FAIS Credits

Job description

Company Description
August Integrated Services (an approved Fairbairn Consult (FSP 9328) franchise) is a firm of registered financial advisers that is committed to providing the best financial advice and solutions to our clients. As a proud member of the Old Mutual Group and a registered Financial Services Provider, we prioritize delivering high-quality services and building long-term relationships with our clients.

Our Non-Biased Services include:

• 100+ Product Providers
• Banking Services
• Risk Cover
• Investment Planning
• Retirement Planning
• Medical Aid
• Short-Term Insurance (Personal & Commercial)
• Business Assurance & Insurance
• Estate Planning
  
  

Role Description
This is a full-time financial advisor role at August Integrated Services (an Approved Fairbairn Consult (FSP 9328) Franchise) located in the City of Cape Town, with flexibility for some remote work. As a financial advisor, your day-to-day tasks will involve providing personalized financial planning advice, analyzing financial situations, risk planning, developing retirement plans, making investment recommendations, and offering comprehensive financial advisory services to clients & businesses. This position requires strong analytical skills, excellent communication abilities, and the ability to build trust with clients.

Qualifications

• 120 FAIS Credits or FAIS recognized qualification/degree in Finance or FAIS related fields (Preferred & Advantages)
• RE5 (Regulatory Examination) (Compulsory)
• 2+ years' of industry experience as a Financial Advisor
• Class of Business (COB compulsory) in Long-term Insurance & Investments (Compulsory)
• Strong financial planning and finance skills
• Experience in risk, retirement planning and investment planning
• Expertise in providing comprehensive financial advisory
• Demonstrated ability to analyze and interpret financial data
• Excellent communication and interpersonal skills
• Ability to build and maintain client relationships
• Knowledge of financial regulations and compliance
  
  

Further education programs up to CFP might be offered depending on our development assessments & Advisor's productivity at no cost.

Should you have RE5, 2+ Years experience & COB with contactable references, please send your CV, ALL Supporting documents & Certificates to [e-mail]