Financial Advisor WC South - Cape Town

Pivot Services; Cape Town; On-site; ZAR 240,000 - 420,000; Full time

Job summary

Pivot Services in Cape Town, Western Cape, South Africa is seeking a results-driven financial services professional. The role focuses on sourcing, retaining and growing a membership and client base for eligible professionals by implementing PPS financial solutions aligned to client needs.

This commission-based position centres on holistic financial planning, advice and sales in risk insurance, savings and investments, wills, tax and estate planning, with a strong emphasis on professional service

Qualifications

• Professional financial services experience preferred.

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
• Staying abreast of product information, performance and industry changes

Job description

Cape Town, Durbanville and Newlands, 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 in risk insurance (ideally 70% focus), savings and investments as well as wills, tax and estate planning.

Key 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 - Staying abreast of product information, performance and industry changes

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