Senior Financial Advisor

Hire Resolve; Cape Town; On-site; ZAR 600,000 - 1,000,000; Full time

Benefits offered by this job

Negotiable salary

Paid time off

Job summary

A reputable financial services firm is urgently seeking a Senior Financial Advisor located in Cape Town, SA. You will be responsible for assessing clients' financial situations, developing personalized financial plans, and providing recommendations on investments and insurance. The ideal candidate should have a minimum of 10 years of experience, hold a CFP designation, and possess excellent communication skills. A competitive salary is offered, based on experience.

Qualifications

• Minimum 10 years experience as a financial advisor.
• Must be very presentable.
• English as first language required.
• Must be very presentable
• Excellent verbal and written English

Responsibilities

• Assess clients' financial situations.
• Develop personalized financial plans.
• Monitor clients' portfolios and provide ongoing analysis.

Skills

Financial planning

Verbal communication

Written communication

Education

CFP

Job description

Hire Resolve's client is urgently seeking the expertise of a Senior Financial Advisor located in Cape Town, SA.

Your main responsibilities will include assessing clients' financial situations, developing personalized financial plans, and providing recommendations on investments, insurance, and other financial products. You will also monitor clients' portfolios, provide ongoing financial analysis, and adjust strategies as needed.

Requirements

• Minimum 10 years experience as financial advisor
• CFP
• English first language
• Must be very presentable
• Excellent verbal and written English

Benefits

• Salary (negotioble)
• Paid time off (if applicable)

Contact & Application

• Our client is offering a highly competitive salary for this role based on experience.
• Apply for this role today on LinkedIn, or contact Shaun Ferreira at Hire Resolve
• You can visit the Hire Resolve website: hireresolve.us or email us your CV: [e-mail]

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.