Financial Advisor WC North (Boland)

Pivot Services; Cape Town; Hybrid; ZAR 250,000 - 420,000; Full time

Job summary

Pivot Services in Cape Town offers a commission-based opportunity in holistic financial planning. The successful candidate will source, retain and grow a client base for PPS financial solutions, focusing on risk insurance, savings, investments, wills and estate planning.

You will meet clients, explain complex financial concepts clearly, present proposals, maintain compliance, and expand your book within the first 24 months.

Qualifications

• Experience in providing professional financial planning advice to professionals.
• Ability to build and grow a client book within 24 months.
• Knowledge of risk insurance, investments, wills and estate planning.

Responsibilities

• Provide suitable financial advice and present proposals.
• Grow and maintain client relationships and book.
• Ensure compliance and practice management standards.

Skills

Financial advisory

Client relationship management

Sales & business development

Financial planning tools

Job description

Cape Town and remote working from the Cape Winelands, Breede River Valley, Central Karoo and the West Coast, Western Cape, South Africa

Added: 27 October 2026 Listing date: Not supplied

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About the Role

Purpose of the Job: The key purpose of this role is to provide professional financial services to a client or a member. The successful candidate will be responsible for sourcing, retaining, and growing a membership and client base for eligible professionals by implementing PPS financial solutions in line with the client’s needs. This is a commission-based role of holistic financial planning; advice and sales of a higher focus on risk insurance, followed by savings and investments as well as wills, tax and estate planning.

Key Responsibilities

• Main duties and responsibilities: - Providing suitable advice to best fit the needs and requirements of professionals - Preparing and presenting proposals to existing and potential clients using state-of-the-art financial planning tools - Meeting clients to understand their financial objectives - Explaining complex information relating to Financial Advisory in a clear and effortless way - Managing, maintaining and building new and existing client relationships - Growing a client book within the first 24 months and consistently thereafter - Adhering to compliance, operational procedures and practice management standards

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