Financial Advisor / Planner

Igrow Wealth Investments; Cape Town; On-site; ZAR 180,000 - 360,000; Full time

Job summary

IGrow Wealth Investments Group of Companies in Durbanville, Cape Town, is seeking proactive Financial Advisors/Planners to join our growing team. Build client relationships, analyze needs, and deliver holistic wealth solutions.

Benefit from world-class training, in-house lead referrals, and opportunities to grow your practice with a trusted industry leader dedicated to long-term wealth creation for clients.

Qualifications

• Relevant Diploma or Degree, with a Financial qualification being advantageous.
• Minimum 2 years’ experience as a Financial Advisor, with exposure to long-term insurance and investment products.
• Proven track record of consistently achieving sales targets and KPIs.
• Excellent communication, interpersonal and relationship-building skills.
• Professional telephone etiquette with a strong client-centric approach.
• Valid driver’s licence and reliable transport for business travel.
• Proficiency in Microsoft Excel, Word, Google Workspace (G Suite) and Zoom.

Responsibilities

• Establish and maintain long-term client relationships.
• Conduct financial needs analysis to understand clients' financial goals.
• Provide regular financial reviews and updates.
• Educate clients on financial planning principles, investment strategies, and risk management.
• Develop bespoke financial plans based on clients' financial situations and goals.
• Offer advice on wealth management, investments, insurance, retirement, tax planning.
• Analyze financial data and recommend suitable financial products.
• Assist clients in structuring their portfolios for long-term growth and security.
• Assess clients' risk tolerance and recommend appropriate investment strategies.
• Monitor market trends and economic conditions to optimize portfolio performance.
• Provide recommendations on asset allocation and investment diversification.
• Review investment performance and make adjustments where necessary.
• Ensure compliance with FAIS and FICA.

Skills

Communication

Interpersonal skills

Relationship-building

Telephone etiquette

Client-centric approach

Education

Relevant Diploma or Degree

Tools

Excel

Word

Google Workspace

Zoom

Job description

IGrow Wealth Investments Group of Companies, proudly positioned as South Africa’s #1 Investment company, is seeking proactive and results-driven Financial Advisors/Planners to join our team in Durbanville, Cape Town.

Take your career to the next level with an opportunity to make a lasting impact on the financial futures of your clients while building a successful career with a trusted industry leader.

As part of our market-leading team, you’ll benefit from world-class training, innovative financial solutions, and a dedicated in-house lead referral process that provides qualified client opportunities, allowing you to focus on what you do best—building relationships and delivering exceptional financial advice.

This is more than just a career opportunity; it’s your chance to grow a thriving practice, achieve your own financial goals, and help clients create long-term wealth through strategic property investment and financial planning. You’ll also receive hands‑on exposure and specialised training in property investment, enabling you to deliver truly holistic wealth creation solutions.

Minimum requirements (Advantageous):

• Relevant Diploma or Degree, with a Financial qualification being advantageous.
• Minimum 2 years’ experience as a Financial Advisor, with exposure to long-term insurance and investment products.
• Proven track record of consistently achieving sales targets and Key Performance Indicators (KPIs).
• Excellent communication, interpersonal and relationship-building skills.
• Professional telephone etiquette with a strong client-centric approach.
• Valid driver’s licence and reliable transport for business travel.
• Proficiency in Microsoft Excel, Word, Google Workspace (G Suite) and Zoom.

Duties and responsibilities include, but not limited to:

• Establish and maintain long-term client relationships.
• Conduct financial needs analysis to understand clients' financial goals.
• Provide regular financial reviews and updates.
• Educate clients on financial planning principles, investment strategies, and risk management.
• Develop bespoke financial plans based on clients' financial situations and goals.
• Offer advice on wealth management, investments, insurance, retirement, tax planning.
• Analyze financial data and recommend suitable financial products.
• Assist clients in structuring their portfolios for long-term growth and security.
• Assess clients' risk tolerance and recommend appropriate investment strategies.
• Monitor market trends and economic conditions to optimize portfolio performance.
• Provide recommendations on asset allocation and investment diversification.
• Review investment performance and make adjustments where necessary.
• Ensure compliance with FAIS (Financial Advisory and Intermediary Services Act) and FICA (Financial Intelligence Centre Act).
• Maintain records and documentation as per industry regulations.