Personal Financial Advisor

2 weeks ago


Cape Town, South Africa Cape Wealth Managers (Pty) Ltd Full time

We have an opening for a Wealth Advisor to join our team to assist in the generation of insurance and investments new business and retain clients through ongoing review. We are looking for a business focused, driven ambitious individual who wants to grow their own financial planning practice and have access to various product provider solutions to assist them in achieving their financial goals.

**Duties and Responsibilities**
- Establish a relationship with your client and agree to conducting a needs analysis to understand and enhance your client’s financial objectives.
- Create financial plans for clients that address their financial objectives.
- Recommend appropriate financial planning solutions / products to your clients to address their financial needs.
- Implement and review their agreed financial plan.

**Experience and Qualifications**
- Minimum: 2 years of sales experience (FAIS sales experience)
- NQF5 in Wealth Management (Completed)
- RE5 for representatives (Completed)
- Class of Business (Completed)
- Met required CPD requirements for previous cycle

**Additional**
- Own insured transport, cell phone and valid driver’s license
- Ability to conduct meetings online (eg. Microsoft Teams) or Business travel across Western Cape to meet clients
- Sound knowledge of the Insurance Industry or investment house (Advantageous)
- Knowledge of MS Office Suite

**Job Types**: Full-time, Commission

**Salary**: R1.00 - R50,000.00 per month



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