Financial Advisor

Pro Select Consulting; Cape Town; On-site; ZAR 300,000 - 600,000; Full time

Job summary

A leading consultancy in Cape Town seeks a motivated Financial Advisor to provide comprehensive financial planning and investment advice. The role involves building client relationships, analyzing financial needs, recommending optimal strategies, and ensuring compliance with regulations. Ideal candidates will possess a finance-related degree and relevant certification, along with strong analytical and interpersonal skills.

Benefits

Flexible working hours

Professional development opportunities

Qualifications

• Bachelors degree in Finance, Accounting, Economics, or related field required.
• Certification as CFP, CFA, or relevant licensing mandatory.
• Proven experience in a similar role necessary.

Responsibilities

• Build and maintain long-term client relationships through regular communication.
• Analyze clients' financial status to develop personalized strategies.
• Recommend investment products, insurance, tax strategies, and retirement plans.

Skills

Analytical skills

Decision-making skills

Interpersonal skills

Communication skills

Sales skills

Education

Bachelors degree in Finance, Accounting, Economics, or a related field

Certification such as CFP or CFA

Tools

Financial planning software

MS Office Suite

Job description

We are seeking a highly motivated and knowledgeable Financial Advisor to join our clients team. The ideal candidate will be responsible for providing clients with comprehensive financial planning and investment advice tailored to their needs and goals. You'll help clients make informed decisions about investments, savings, retirement, insurance, and estate planning.

Responsibilities Include:

• Build and maintain long-term relationships with clients through regular communication and review of financial plans.
• Analyze clients financial status, goals, and risk tolerance to develop personalized financial strategies.
• Recommend investment products, insurance coverage, tax strategies, and retirement plans.
• Monitor financial portfolios and update plans based on changes in market conditions or life circumstances.
• Stay updated on market trends, economic forecasts, and financial regulations.
• Conduct client meetings and presentations, both in-person and virtually.
• Maintain compliance with all financial regulations and ethical standards.
• Maintain accurate records of client interactions and financial documents.

Requirements Include:

• Bachelors degree in Finance, Accounting, Economics, or a related field.
• Certification such as CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or relevant financial licensing (e.g., FINRA, FSCA in South Africa)
• Proven experience as a Financial Advisor or similar role.
• Strong analytical and decision-making skills.
• Excellent interpersonal, communication, and sales skills.
• Proficient in financial planning software and MS Office Suite.

Own Vehicle Essential