Financial Advisor

The Fiduciary Recruitment Group; Cape Town; On-site; ZAR 350,000 - 600,000; Full time

Job summary

The Fiduciary Recruitment Group in Cape Town is seeking an experienced Financial Advisor to provide advice across investment, retirement, estate planning and tax for clients approaching or in retirement. You will focus on wealth preservation, long-term client relationships and growing your own portfolio.

You will conduct needs analyses, present tailored recommendations, and collaborate with stakeholders to deliver exceptional service and drive new business while maintaining compliance.

Qualifications

• Degree in a relevant field (e.g., BCom) and fit and proper requirements.
• Proven client-service experience within financial planning.
• Strong knowledge of investment products, retirement planning, legislation and tax.
• Proficiency in MS Office, especially Excel and PowerPoint.

Responsibilities

• Conduct client needs analyses and provide tailored financial advice.
• Build and maintain strong, long-term client relationships.
• Provide investment, retirement, estate planning and tax advice.
• Conduct investment research and portfolio reviews.
• Prepare and collate client financial reviews and presentations.
• Deliver exceptional service to clients and their families.
• Manage administration and data capturing.
• Support new business, marketing and networking initiatives.
• Grow and manage a client book in line with, or above, targets.
• Collaborate with internal and external stakeholders.

Skills

Client service experience

Investment knowledge

Retirement planning knowledge

Legislation and tax knowledge

Independent working

MS Office proficiency

Education

BCom or equivalent

Tools

Excel

PowerPoint

Job description

The Fiduciary Recruitment Group | Full time

Rondebosch, South Africa | Posted on 09/29/2026

Join a dynamic Financial Planning team in a high-growth, learning-focused environment. This role is suited to an experienced Financial Advisor who combines strong technical knowledge with a genuine commitment to client service.

You will provide advice across investment, retirement, estate planning and tax, working predominantly with clients approaching or already in retirement. The role has a strong focus on wealth preservation, long-term relationships and the growth of your own client portfolio.

Your Key Responsibilities

• Conduct client needs analyses and provide tailored financial advice.
• Build and maintain strong, long-term client relationships.
• Provide investment, retirement, estate planning and tax advice.
• Conduct investment research and portfolio reviews.
• Prepare and collate client financial reviews and presentations.
• Deliver exceptional service to clients and their families.
• Manage administration and data capturing.
• Support new business, marketing and networking initiatives.
• Grow and manage a client book in line with, or above, targets.
• Collaborate with internal and external stakeholders.

What You'll Need

• Relevant degree, such as a BCom or equivalent.
• Fit and proper requirements in order.
• Proven client-service experience within financial planning.
• Strong knowledge of investment products, retirement planning, legislation and tax.
• Proficiency in Microsoft Office, particularly Excel and PowerPoint.

The Person We’re Looking For:

• Client-focused and passionate about exceptional service
• Able to work independently and take ownership
• Highly organised, detail-oriented and deadline-driven
• Confident in building professional relationships
• Commercially minded, with a drive to grow a client portfolio
• Clear and confident when presenting complex financial information
• Fluent in English; an additional local language is advantageous

Additional Requirements:

• Clean credit & criminal check
• Valid driver’s licence
• Own vehicle

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