Wealth Planning Advisor

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

Job summary

A diversified wealth management company seeks a Financial Advisor in Cape Town. The successful candidate will manage and grow a portfolio of clients while providing financial planning advice. Responsibilities include generating leads, preparing recommendations, and ensuring compliance with regulations. A Bachelor's degree in a related field and 2+ years in the financial services industry are required. Excellent communication skills and a passion for client service are essential.

Qualifications

• Minimum of 2 years experience in the financial services industry.
• Understanding of Collective Investment Schemes and Wealth Management.
• Passionate about providing financial services.

Responsibilities

• Manage and grow a portfolio of clients.
• Generate leads and close deals.
• Prepare and present financial recommendations.

Skills

Strong communication skills

Interpersonal skills

Problem-solving skills

Knowledge of financial planning principles

Relationship building

Education

Bachelor's degree in Finance, Accounting, Business, or related field

CFP or diploma in Financial Planning

Job description

A diversified wealth management company seeks a Financial Advisor in Cape Town. The successful candidate will manage and grow a portfolio of clients while providing financial planning advice. Responsibilities include generating leads, preparing recommendations, and ensuring compliance with regulations. A Bachelor's degree in a related field and 2+ years in the financial services industry are required. Excellent communication skills and a passion for client service are essential.