Financial Advisor

3 weeks ago

Cape Town, South Africa Risk Free Solutions Full time

ob description

Risk Free Solutions, an Old Mutual Agency franchise, is a trusted financial services provider that offers advisors the tools and support needed to succeed in building their practices. As a franchisee, you will be able to work for yourself while also benefiting from hands-on guidance and support, all backed by Old Mutual’s reputation as South Africa’s most trusted financial services provider.

Role Description

This is a full-time on-site role as a Financial Advisor - Western Cape Position located in Cape Town. The selected individual will be responsible for managing and growing their portfolio of clients, providing financial planning advice, and conducting seminars or presentations as needed.

**Qualifications**:

- Bachelor's degree in Finance, Accounting, Business, or a related field preferred
- 3+ years of experience as a Financial Advisor or similar role
- Excellent knowledge of financial planning principles and investment strategies
- Strong communication and interpersonal skills to collaborate effectively with clients, colleagues, and management
- Passionate about providing the best financial services and advice to clients
- Effective problem-solving skills, with the ability to identify issues and provide solutions.
- Strong organizational skills, able to manage their time and work effectively to meet targets.
- Ability to maintain and develop relationships with clients, and communicate complex financial information in a clear and concise manner
- Relevant financial advisory/ planning certification RE, Class of Business.
- Please note this is not a salaried position.
- Drivers license and own car is Essential

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