Financial Advisors

Succession Financial Planning; Cape Town; Hybrid; ZAR 350,000 - 550,000; Full time

Job summary

Succession Financial Planning in Cape Town is seeking a Financial Advisor for a full-time hybrid role based in the City of Cape Town, with some flexibility to work from home. You will meet with clients to assess goals, analyze positions, and develop tailored financial plans and strategies.

You will advise on investments, retirement planning, risk management, and cash-flow structuring, monitor portfolios, and update plans as client circumstances change.

Qualifications

• Strong expertise in financial planning and finance; ability to develop comprehensive, goal-oriented financial strategies.
• Knowledge of retirement planning and investments, portfolio construction and risk management.
• Experience in financial advisory with a client-centric approach and ability to explain concepts clearly.
• Relevant tertiary qualification; CFP or equivalent is an advantage.
• Excellent analytical, numerical, and problem-solving skills with high attention to detail and ethics.
• Strong communication and interpersonal skills for long-term client relationships.
• Comfort with digital tools and CRM systems; capable in both office and remote settings.

Responsibilities

• Meet with clients to assess financial goals and analyze current financial positions.
• Develop tailored financial plans and strategies for clients.
• Advise on investments, retirement planning, risk management, and cash-flow structuring.
• Monitor portfolios and update plans as client circumstances change.
• Prepare clear documentation and reports; stay up to date with regulatory requirements.
• Collaborate with internal teams to deliver high-quality advisory services and maintain client relationships.

Skills

Financial planning

Retirement planning

Investments

Client relations

Ethical decisions

Education

Finance degree

CFP preferred

Tools

CRM systems

Job description

Company Description

Succession Financial Planning Advisory Services (SFP) is a licensed financial services provider dedicated to building lasting partnerships between clients and advisers. The organization focuses on helping clients achieve financial freedom and overall financial wellness at every stage of life. SFP offers structured advisory services designed to address diverse financial needs, from day-to-day planning to long-term wealth strategies. Team members collaborate closely with clients to provide transparent, responsible, and personalized financial guidance.

Role Description

This is a full-time hybrid Financial Advisor role based in the City of Cape Town, with some flexibility to work from home. The Financial Advisor will meet with clients to assess their financial goals, analyze current financial positions, and develop tailored financial plans and strategies. Daily responsibilities include advising on investments, retirement planning, risk management, and cash-flow structuring, as well as monitoring portfolios and updating plans as client circumstances change. The role involves preparing clear documentation and reports, staying up to date with financial products and regulatory requirements, and collaborating with internal teams to deliver consistent, high-quality advisory services. The Financial Advisor will also engage in ongoing client relationship management, including regular reviews and proactive communication.

Qualifications

• Strong expertise in financial planning and finance, with the ability to develop comprehensive, goal-oriented financial strategies.
• Demonstrated knowledge of retirement planning and investments, including portfolio construction and risk management.
• Experience in financial advisory, with a client-centric approach and the ability to explain complex concepts clearly.
• Relevant tertiary qualification in finance, economics, accounting, or a related field; professional certifications (e.g., CFP or equivalent) are an advantage.
• Excellent analytical, numerical, and problem-solving skills, with high attention to detail and ethical decision-making.
• Strong communication and interpersonal skills, with the ability to build long-term client relationships and work collaboratively in a team environment.
• Comfort with digital tools and CRM systems, and the ability to work effectively in both office-based and remote settings.