Senior Financial Planner & Portfolio Advisor – Cape Town

Hire Resolve; Cape Town; Presencial; ZAR 600 000 - 1 000 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Negotiable salary

Paid time off

Resumo da oferta

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.

Qualificações

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

Responsabilidades

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

Conhecimentos

Financial planning

Verbal communication

Written communication

Formação académica

CFP

Descrição da oferta de emprego

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.