Hybrid Financial Advisor: Build Wealth & Retirement Plans

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

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.