Senior Financial Advisor - Retirement & Wealth Growth

The Fiduciary Recruitment Group; Cape Town; On-site; ZAR 350,000 - 600,000; Full time

Job summary

The Fiduciary Recruitment Group in Cape Town is seeking an experienced Financial Advisor to provide advice across investment, retirement, estate planning and tax for clients approaching or in retirement. You will focus on wealth preservation, long-term client relationships and growing your own portfolio.

You will conduct needs analyses, present tailored recommendations, and collaborate with stakeholders to deliver exceptional service and drive new business while maintaining compliance.

Qualifications

• Degree in a relevant field (e.g., BCom) and fit and proper requirements.
• Proven client-service experience within financial planning.
• Strong knowledge of investment products, retirement planning, legislation and tax.
• Proficiency in MS Office, especially Excel and PowerPoint.

Responsibilities

• Conduct client needs analyses and provide tailored financial advice.
• Build and maintain strong, long-term client relationships.
• Provide investment, retirement, estate planning and tax advice.
• Conduct investment research and portfolio reviews.
• Prepare and collate client financial reviews and presentations.
• Deliver exceptional service to clients and their families.
• Manage administration and data capturing.
• Support new business, marketing and networking initiatives.
• Grow and manage a client book in line with, or above, targets.
• Collaborate with internal and external stakeholders.

Skills

Client service experience

Investment knowledge

Retirement planning knowledge

Legislation and tax knowledge

Independent working

MS Office proficiency

Education

BCom or equivalent

Tools

Excel

PowerPoint

Job description

The Fiduciary Recruitment Group in Cape Town is seeking an experienced Financial Advisor to provide advice across investment, retirement, estate planning and tax for clients approaching or in retirement. You will focus on wealth preservation, long-term client relationships and growing your own portfolio.

You will conduct needs analyses, present tailored recommendations, and collaborate with stakeholders to deliver exceptional service and drive new business while maintaining compliance.