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Senior Financial Advisor

1 week ago

Cape Town, Western Cape, South Africa Headhunters Full time
Established Financial Advisor – Risk or AUM Focus

Description:

We are seeking a skilled Financial Advisor to join our team as a Risk or AUM Focus. As a key member of our team, you will be responsible for providing expert financial guidance and solutions to our clients.

Key Responsibilities:

  • Evaluate clients' financial situations and develop tailored financial plans.
  • Stay updated on financial markets, regulations, and industry trends.
  • Build and maintain long-term client relationships through excellent client service.
  • Educate clients on financial products and investment opportunities.
  • Ensure compliance with financial regulations and company policies.

Requirements:

  • Matric.
  • Regulatory Examination (RE5) certification.
  • Class of business CPD points.
  • Must meet Fit and Proper Requirements.
  • Clear criminal and credit record.

Benefits:

  • Work Life Balance – Hybrid/Remote Work model, Autonomy & Collaborative Culture
  • Growth – Personal and Professional Development Plans, Learning Programmes, Access to Specialists.
  • Rewards and Recognition – Competitive Remuneration Structure, Incentive Programmes, Onshore and Offshore Travel.
  • Client Focus – Individual Value Proposition, Practise Management Expertise, Unlock Market Access.