Financial Strategy Expert - Wes-Kaap - Veblen Director Programme

Findojobs South Africa; Stellenbosch; On-site; ZAR 300 000 - 700 000; Full time

Job summary

An independent financial services firm is seeking a motivated Financial Advisor to join their Stellenbosch team. This role involves providing expert financial advice, conducting needs analysis, and developing personalized financial plans for clients. The ideal candidate will have a strong background in investment products and financial planning, along with excellent communication skills. This is a fantastic opportunity to work in a dynamic environment where you can build lasting client relationships and make a meaningful impact in the financial sector. If you are self-motivated and passionate about helping clients achieve their financial goals, we encourage you to apply.

Qualifications

• 2+ years of experience in financial services with strong investment and tax planning knowledge.
• Fluent in Afrikaans and English with excellent communication skills.

Responsibilities

• Provide expert financial advice and develop personalized financial plans for clients.
• Build and maintain strong client relationships while ensuring compliance.

Skills

Financial Planning

Investment Knowledge

Client Relationship Management

Analytical Skills

Problem Solving

Communication Skills

Education

BCom

CFP

Tools

MS Office

Financial Planning Software

Job description

Our client, an independent financial services firm committed to providing expert financial planning and wealth management solutions to their clients, is looking for a motivated and detail-oriented individual to join their team as a Financial Advisor in their Stellenbosch office.

Key Responsibilities:

• Provide expert financial advice and planning to clients.
• Conduct financial needs analysis and develop personalized financial plans.
• Advise on investment options, wealth creation, and risk management.
• Assist clients with offshore investment applications and other financial solutions.
• Stay updated on regulatory changes and industry trends.
• Build and maintain strong client relationships.
• Ensure all documentation and compliance requirements are met.

Minimum Requirements:

• At least 2 years of experience in financial services.
• A relevant qualification (BCom, CFP, or equivalent) is highly advantageous.
• Strong knowledge of investment products, tax planning, and estate planning.
• Fluent in Afrikaans and English.
• Excellent communication and client relationship skills.
• Proficient in MS Office and financial planning software.
• Analytical and detail-oriented approach to financial planning.
• Strong problem-solving and critical-thinking abilities.
• Professionalism and ethical conduct in line with FAIS regulations.
• Self-motivated with the ability to work independently and in a team.

Salary offered: Market related depending on number of years’ experience plus commission.

Starting date: As soon as possible.

Please apply online for this position if you meet the above-mentioned requirements.