Financial Advisor

ASI Financial Services; Cape Town; Hybrid; ZAR 350,000 - 550,000; Full time

Job summary

ASI Financial Services, a leading independent advisory provider in health, wealth, and retirement, seeks an Independent Financial Advisor in Cape Town. You will deliver tailored financial and investment advice, develop comprehensive plans, and manage client portfolios in a hybrid work setting.

Candidates should have 3+ years of experience, CFP or equivalent certification, and a strong grasp of regulatory requirements.

Qualifications

• 3+ years experience in financial advisory.
• Proficient in financial planning and investment analysis.
• Strong client service and relationship management skills.
• Deep understanding of regulatory requirements in financial services.
• Proficiency with financial tools and software to build plans.
• Must reside in Western Cape and be eligible to work in SA.
• Hybrid work setup and autonomous work capability.

Responsibilities

• Provide financial and investment advice tailored to client needs.
• Develop comprehensive financial plans for clients.
• Manage client portfolios and monitor performance.
• Conduct financial assessments and review market trends.
• Present recommendations and ensure regulatory compliance.

Skills

Financial planning

Investment management

Wealth advisory

Client relationship management

Regulatory compliance

Analytical thinking

Autonomous work style

Education

CFP certification or equivalent

Tertiary qualification in Finance or Economics

Tools

Financial planning software

Job description

ASI is South Africa’s leading independent provider of advisory services in Health, Wellness, Insurance, Wealth, Retirement, and Investments. ASI is a Level 1 B-BBEE company committed to its mission of Building Wealth and Changing Lives. Serving over 7,500 business clients nationwide, the company manages R150 billion in insurance premiums and assets under advice. With a passion for people and client service, ASI has positively impacted over 2.4 million lives by helping South Africans secure a brighter financial and wellness future.

Role Description

This is a full-time hybrid role for an Independent Financial Advisor based in Cape Town, with flexibility for remote work. The role involves providing financial and investment advice tailored to clients’ needs, developing comprehensive financial plans, and managing client portfolios effectively. Additional responsibilities include conducting financial assessments, staying informed about market trends, presenting recommendations to clients, and ensuring compliance with industry regulations.

Qualifications

• Strong knowledge of financial planning, investment management, and wealth advisory
• Excellent communication, client relationship management, and client service skills
• Analytical and problem-solving skills with the ability to assess financial risks and opportunities
• Understanding of regulatory compliance in the financial services industry
• Proficiency in financial tools, software, and technology to create and monitor financial plans
• Qualified and certified as a financial advisor (e.g., CFP certification or equivalent) and relevant tertiary qualification in Finance, Economics, or a related field
• Ability to work autonomously and in a hybrid work environment
• Minimum of 3 year experience
• Must reside in Western Cape
• Please don't apply if you don't meet the requirements