Financial Adviser

1 week ago


Cape Town, South Africa RPO Recruitment Full time

**Responsibilities**:

- Assess client’s overall financial picture, understand their needs and develop a solid financial plan
- Cultivate client base and build win-win relationships
- Guide clients towards a profitable and secure financial decision
- Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
- Comply with all industry rules and regulations
- Liaise with providers, solicitors, valuers and other professionals
- Oversee the course of the financial plan and update it, if necessary, to ensure profits
- Keep abreast of new industry’s trends and research market to back up financial consulting

**Requirements**:

- BS degree in Finance or related field
- Proven working experience as a Financial Adviser, Controller, Planner, Specialist or relevant experience
- Track record of successful financial guidance
- Ability to analyse market’s financial data and to provide appropriate data-based advice
- Strong communication, negotiation and presentation skills
- Accuracy, attention to detail and the ability to explain complex information clearly and simply
- Current certificate of qualifications (FCA, CII, DipFA, CISI or other)
- Excellent PC knowledge and ability to operate database systems

**Benefits**:
We focus on helping you reach your personal and professional goals by connecting you to your perfect career path.



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