Financial Advisor

3 days ago

Cape Town, Western Cape, South Africa Oasis Full time

Join to apply for the Financial Advisor - Cape Town role at Oasis Crescent

Job title: Financial Advisor - Cape Town

Job Location: Western Cape, Cape Town

Deadline: April 14, 2025

Position Overview

We are seeking a qualified and experienced Financial Advisor to join our dynamic team. The ideal candidate will have a strong background in financial planning, possess the necessary certifications, and demonstrate a commitment to client-centric service.

Key Responsibilities
  • Provide comprehensive financial planning and advisory services to clients.
  • Develop and implement personalized investment strategies aligned with clients' financial goals.
  • Maintain and grow a client portfolio through proactive relationship management.
  • Stay abreast of industry trends, regulatory changes, and investment opportunities.
  • Collaborate with internal teams to deliver holistic financial solutions.
Qualifications
  • Bachelor's degree in finance, accounting, business or related field
  • RE5 certification.
  • Certified Financial Planner (CFP) designation.
Experience
  • Minimum of 3 years' experience in financial planning and advisory services.
  • Strong understanding of investment products, financial markets, and regulatory frameworks.
  • Excellent communication and interpersonal skills.
  • Proven ability to build and maintain client relationships.
  • Self-motivated with a results-driven approach.
Skills Required
  • Financial Planning Expertise: Ability to develop detailed financial plans and strategies, incorporating investment management, tax planning, retirement planning, estate planning, and risk management.
  • Investment Knowledge: In-depth knowledge of various financial products, including equities, fixed income, mutual funds, retirement products, and alternative investments.
  • Client Relationship Management: Skilled in establishing trust and long-term relationships with clients, understanding their needs, and delivering appropriate solutions.
  • Analytical Skills: Strong ability to analyze financial data, assess investment opportunities, and make informed recommendations.
  • Regulatory Compliance: Understanding of local financial regulations and compliance requirements, including FSB regulations and industry standards.
  • Communication Skills: Excellent verbal and written communication skills, with the ability to explain complex financial concepts to clients in a clear and approachable manner.
  • Sales and Networking: Ability to prospect new clients and build a solid network, driving business growth.
  • Time Management: Strong organizational skills with the ability to manage multiple clients, tasks, and deadlines effectively.
Competencies
  • Client-Centric Approach: A deep commitment to understanding and meeting client needs while delivering excellent service.
  • Ethical Integrity: Demonstrates high levels of professionalism and integrity in dealing with clients and colleagues.
  • Problem-Solving: Ability to identify client challenges and provide tailored solutions to meet their financial goals.
  • Resilience: Ability to handle rejection and manage setbacks while maintaining a positive and proactive attitude.
  • Team Collaboration: Works effectively with internal teams, sharing knowledge and resources to deliver integrated solutions.
  • Continuous Learning: Commitment to ongoing personal and professional development to stay ahead of industry trends and regulations.
Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales

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