Wealth Management Advisor

1 week ago


Cape Town, Western Cape, South Africa Origin Financial Group Full time

Career Opportunity: Experienced Financial Advisors Sought

About Origin Financial Group

Origin Financial Group is a leading player in the South African financial services industry, specializing in customized solutions and advice tailored to each individual client's financial life cycle.

Job Description

As a financial advisor at Origin Financial Group, you will be responsible for providing comprehensive financial planning, offering expert advice on finance, retirement planning, investment, and financial advisory services to clients across Western Cape, particularly in Cape Town and the Garden Route district.

Key Responsibilities
  • Develop and implement customized financial plans to meet clients' financial goals and objectives.
  • Collaborate with clients to identify their financial needs and provide personalized advice.
Requirements
  • Must have a deep understanding of the Financial Advisory and Intermediary Services (FAIS) Act and Financial Intelligence Centre Act (FICA).
  • Regulatory examination success and registration with the Financial Sector Conduct Authority (FSCA) for over two years.
  • Strong knowledge of financial planning principles and investment strategies.
  • Exceptional communication and interpersonal skills to build strong relationships with clients.

We are committed to supporting our financial advisors in realizing their full potential, with competitive remuneration packages, flexible working arrangements, and opportunities for growth and development.



  • Cape Town, Western Cape, South Africa Structured wealth solutions Full time

    Structured wealth solutions is a leading provider of financial services, seeking a highly motivated Financial advisor to join our team for Sanlam Sky.As a Financial advisor, you will be responsible for providing structured wealth solutions to clients, utilizing your expertise in financial planning and investment management.To be successful in this role, you...


  • Cape Town, Western Cape, South Africa Old Mutual South Africa Part time

    We are looking for a highly motivated and results-driven individual to join our team as a Wealth Management Advisor.The role involves working closely with clients to understand their financial goals, providing expert guidance, and recommending tailored investment solutions to achieve their objectives.Key responsibilities include:Developing and implementing...


  • Cape Town, Western Cape, South Africa Structured Wealth Solutions Full time

    At Structured Wealth Solutions, we are currently seeking highly motivated and experienced Broker Agents to join our team.About the Role:This is an exciting opportunity for individuals who have a passion for structured wealth solutions and are looking to take their career to the next level. As a Broker Agent, you will be responsible for delivering exceptional...


  • Cape Town, Western Cape, South Africa Oasis Crescent Full time

    Personal Wealth AdvisorWe are seeking a highly skilled Personal Wealth 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.The successful candidate will be responsible for providing comprehensive financial...


  • Cape Town, Western Cape, South Africa Structured Wealth Solutions Full time

    Are you a results-driven professional seeking a challenging role in the financial sector? We invite you to join our team at Structured Wealth Solutions as a Broker Agent.About the Role:Conduct thorough needs assessments to identify areas where clients can optimize their financial portfolios.Design and implement personalized financial strategies that align...

  • Financial Advisor

    3 weeks ago


    Cape Town, Western Cape, South Africa Structured wealth solutions Full time

    Structured wealth solutions are currently recruiting new Financial advisors to join a team for Sanlam SkyRequirement: Drivers license /Own vehicleMatric-Grade 12 RE 5 (preferably) Other relevant qualifications Previous working experience specifically in the financial services industry Is REQUIRED e.g. advisor /consultantPrevious working experience in...

  • Financial Advisor

    2 weeks ago


    Cape Town, Western Cape, South Africa Structured wealth solutions Full time

    Structured Wealth Solutions are currently recruiting new Financial Advisors to join a team for Sanlam Sky.Requirements:Driver's license / Own vehicleMatric - Grade 12RE 5 (preferably)Other relevant qualificationsPrevious working experience specifically in the financial services industry is REQUIRED (e.g. advisor / consultant)Previous working experience in...


  • Cape Town, Western Cape, South Africa Real Time Wealth Full time

    Direct message the job poster from Real Time Wealth-----------------------------------------------------------------------------------------------Real Time Wealth is an independent financial services firm with offices in Tyger Valley and Somerset West.We're seeking a motivated individual to join our team and work closely with our experienced Financial...


  • Cape Town, Western Cape, South Africa Real Time Wealth Full time

    Direct message the job poster from Real Time Wealth.Real Time Wealth is an independent financial services firm with offices in Tyger Valley and Somerset West. We're seeking a motivated individual to join our team and work closely with our experienced Financial Advisors and their assistants.Position: Financial Advisor / Assistant (Medical aid and Gap...


  • Cape Town, Western Cape, South Africa Old Mutual Full time

    Join Our Team of ProfessionalsAt Old Mutual, we are passionate about empowering individuals to achieve their dreams. As a Wealth Management Advisor, you will play a crucial role in helping our customers navigate their financial journeys.The role involves working closely with clients to understand their financial needs, providing expert advice, and...


  • Cape Town, Western Cape, South Africa Structured wealth solutions Full time

    At Structured wealth solutions, we are committed to providing world-class financial services, and we are currently seeking an experienced Financial advisor to join our team for Sanlam Sky.The successful candidate will be responsible for managing client relationships, developing and implementing tailored investment plans, and growing their business through...

  • Paraplanner

    3 weeks ago


    Cape Town, Western Cape, South Africa FSP Wealth Full time

    FSP Wealth City of Cape Town, Western Cape, South AfricaIndependent Financial Advisor at FSP WealthCompany DescriptionForming part of the iFSP group of companies, FSP Wealth (Pty) Ltd was established to make wealth structuring as simplistic as possible. FSP Wealth believes that your financial wellbeing should not be influenced by complex products or...


  • Cape Town, Western Cape, South Africa FirstRand Namibia Limited Full time

    Job DescriptionTo deliver exceptional experience and education to clients on basic wealth creation, accumulation, and protection tactics.We are seeking a Private Wealth Advisor to join our team of experts. The ideal candidate will have relevant experience in Banking, Investment, Financial Planning, Wealth Management, and client-facing environments.Achieve...


  • Cape Town, Western Cape, South Africa Standard Bank of South Africa Limited Full time

    About the OpportunityWe are seeking a highly skilled and motivated Wealth and Portfolio Advisor to join our team. As a key member of our private banking team, you will be responsible for delivering exceptional client experiences and driving revenue growth.Key Responsibilities:Develop and maintain strong relationships with high-net-worth individuals,...


  • Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full time

    Company OverviewCross Wealth Financial Services provides personalized risk solutions to meet the unique needs of each client. Our client-centric approach sets us apart in the industry, making us a trusted partner for financial security.Our team is dedicated to delivering exceptional service and expert guidance to help clients achieve their financial goals.We...


  • Cape Town, Western Cape, South Africa Structured wealth solutions Full time

    Company ProfileAt Structured Wealth Solutions, we pride ourselves on delivering personalized and innovative financial solutions to our clients. Our team of experts has a deep understanding of the financial services industry and is committed to helping individuals achieve their long-term goals.Job SummaryWe are currently seeking a seasoned broker agent to...


  • Cape Town, Western Cape, South Africa iGrow Wealth Investments Full time

    About the RoleWe are looking for a highly skilled Financial Manager to join our team at iGrow Wealth Investments. As a key member of our finance department, you will be responsible for managing our financial operations, ensuring accuracy, and providing valuable insights to support business decisions.Key AccountabilitiesFinancial Analysis and...


  • Cape Town, Western Cape, South Africa Status Staffing Full time

    Job Summary:Status Staffing is seeking a highly skilled Medical Aid Advisor to join their team in Pinelands. The successful candidate will have a strong background in investment and wealth management, with excellent communication and time management skills.Key Responsibilities:Service all medical aid clients by reviewing plans and consulting with...


  • Cape Town, Western Cape, South Africa Perfect Placement Recruitment Full time

    Our client, formed from merging four financial entities, offers comprehensive services under one roof, providing tailored compliance, performance-oriented, and strategic solutions to meet diverse client needs. They are looking for a Short-Term Insurance and Wealth Advisor to join their team.Job Title : Short-Term Insurance and Wealth AdvisorLocation :...


  • Cape Town, Western Cape, South Africa Conova Recruitment Full time

    Our client based in Southern Suburbs of Cape Town, is seeking a Wealth Manager's Assistant. The main purpose of this role is to deliver exceptional support to a wealth manager, effectively managing deadline-driven tasks, with client-centricity, professionalism, and trust at the core of operations. The WMA should strive to be a strategic partner to the wealth...