Holistic Financial Advisor: Wealth Planning & Growth

Pps; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services provider in Cape Town is seeking a dedicated financial advisor to deliver expert financial planning and advice. The ideal candidate will have significant experience in the financial services sector, strong interpersonal skills, and the ability to build lasting client relationships. A relevant qualification and a passion for financial advisory services are essential for this role. The position offers commission-based earnings based on performance.

Qualifications

• Must have 3 years' experience in Financial Services in a Sales role.
• 2 years' experience in Financial Planning is required.
• FAIS fit and proper compliance is necessary.

Responsibilities

• Provide tailored financial advice to clients.
• Prepare proposals using advanced financial planning tools.
• Maintain and grow client relationships.

Skills

Sales experience

Client relationship management

Financial planning

Analytical skills

Numerical skills

Presentation skills

Education

NQF level 6 qualification

Postgraduate Diploma in Financial Planning

CFP designation

Tools

MS Office

CRM system

Financial planning software

Job description

A financial services provider in Cape Town is seeking a dedicated financial advisor to deliver expert financial planning and advice. The ideal candidate will have significant experience in the financial services sector, strong interpersonal skills, and the ability to build lasting client relationships. A relevant qualification and a passion for financial advisory services are essential for this role. The position offers commission-based earnings based on performance.