Financial Advisor

Zen BlueStar; Somerset West; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial advisory firm in Somerset West is seeking a Financial Advisor to provide tailored financial planning and advisory services. The role involves managing retirement and risk planning while making investment recommendations. Ideal candidates need strong communication skills and relevant qualifications in finance.

Qualifications

• Expertise in Financial Planning, Finance, and Financial Advisory skills.
• Experience in Retirement Planning and Investments.
• Strong communication and interpersonal skills.

Responsibilities

• Provide tailored financial planning and advisory services.
• Manage retirement and risk planning responsibilities.
• Make investment recommendations based on client needs.

Skills

Financial Planning

Retirement Planning

Investment Strategies

Communication Skills

Interpersonal Skills

Education

Bachelor's degree in Finance

Relevant certifications such as CFP

Job description

Company Description

At Zen BlueStar, we bridge the gap between financial confidence and wellness. Our team of expert financial planners offers holistic planning to address all financial and fiduciary needs. Based in the picturesque town of Somerset West, we are authorized by Sanlam, ensuring dedicated, bespoke solutions tailored to each client's specific needs and circumstances. Join us on a journey towards financial confidence and wellness.

Role Description

This is a full-time hybrid role for a Financial Advisor based in Somerset West, Helderberg Region, Cape Town. The Financial Advisor will be responsible for providing tailored financial planning and advisory services, managing retirement and Risk planning, and making investment recommendations. Daily tasks will include meeting clients, assessing their financial needs, drafting and implementing customized plans, and ensuring clients meet their financial goals.

Qualifications

• Expertise in Financial Planning, Finance, and Financial Advisory skills
• Experience in Retirement Planning and Investments
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team in a hybrid work environment
• Relevant certifications such as CFP or equivalent are a plus
• Bachelor's degree in Finance, Economics, or a related field