Financial Advisor

Arvo; Stellenbosch; On-site; ZAR 30,000 - 60,000; Full time

Job summary

A forward-thinking company is seeking a motivated Financial Advisor to join their dynamic team in Stellenbosch. In this pivotal role, you will guide clients through their financial journeys, offering tailored investment strategies and comprehensive financial planning services. Your expertise will help clients achieve their financial goals while building long-lasting relationships based on trust and exceptional service. If you have a strong background in finance, a commitment to ethical standards, and a passion for helping others, this is the perfect opportunity to make a significant impact in the financial sector.

Qualifications

• 3-5 years of experience as a Financial Advisor or in a similar role.
• Strong knowledge of financial products and investment strategies.

Responsibilities

• Conduct analyses of clients' financial situations and investment portfolios.
• Develop personalized financial plans that align with clients' goals.
• Provide expert advice on investments, savings, and retirement planning.

Skills

Analytical Skills

Communication Skills

Investment Strategies

Financial Planning

Client Relationship Management

Education

Bachelor's degree in Finance

Professional certification (CFP, CFA)

Tools

Financial Software

Job description

Our client is seeking a motivated and knowledgeable Financial Advisor to join their growing team. As a key player in the finance department, you will work directly with clients to provide comprehensive financial guidance, tailored investment strategies, and financial planning services to help them achieve their financial goals.

Job Summary :

The Financial Advisor will play a crucial role in advising clients on financial matters, conducting assessments of their financial situations, and recommending personalized solutions. This position requires a blend of analytical and interpersonal skills, alongside a strong understanding of financial products and investment strategies.

Key Responsibilities :

• Conduct thorough analyses of clients' financial situations and investment portfolios.
• Develop and implement personalized financial plans that align with clients' goals and risk tolerance.
• Provide expert advice on investments, savings, retirement planning, and tax strategies.
• Build long-term relationships with clients by delivering excellent service and regular updates on market trends.
• Stay informed of financial products, regulatory changes, and macroeconomic factors affecting investments.
• Conduct regular review meetings with clients to adjust financial plans as needed.
• Maintain detailed records of client interactions and financial plans in compliance with regulatory standards.
• Collaborate with internal teams to deliver holistic financial solutions tailored to client needs.

Requirements

Qualifications & Requirements :

• Bachelor’s degree in Finance, Business Administration, or related field.
• Professional certification (e.g., CFP, CFA, or equivalent) is preferred.
• Minimum of 3–5 years of experience as a Financial Advisor or in a similar financial services role.
• Strong knowledge of investment strategies, financial planning concepts, and market trends.
• Exceptional analytical skills and attention to detail.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients.
• Proficient in financial software and tools.
• Strong ethical standards and a commitment to client confidentiality.

IMPORTANT NOTE (Please read before applying)

When applying, ensure your CV is in WORD or PDF format, and not scanned. Scanned CV’s will not be considered. Please double check that the resume you upload for your application is up to date so that ARVO recruiters can fully consider your application.

Please be mindful that we are unable to respond to each application received individually due to the amount of applications ARVO receives daily. Therefore, kindly accept your application as unsuccessful if you have not been contacted by any ARVO recruiters within 14 days of applying.

Even if you are unsuccessful, by applying to this position your CV will remain in our database and we will be in touch in future if we find you suitable for another position we are advertising.

Salary : competitive, with extra commission based on the portfolio size of clients!

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Financial Advisor • Stellenbosch, Western Cape, ZA