Financial Advisor
3 weeks ago
The primary objective of this role is to increase Assets Under Management (AUM) by building relationships with high net worth individuals and delivering tailored financial solutions.
To achieve this, the Financial Advisor will need to stay up-to-date with industry trends, collaborate with colleagues, and ensure seamless client service in line with Service Level Agreements (SLAs).
This includes:
- Delivering holistic financial planning and advice to clients
- Maintaining a strong understanding of industry developments and market conditions
In addition, the successful candidate will require:
- A relevant degree from a reputable institution
- Professional registration, specifically Chartered Financial Planner (CFP)
- Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint
The ideal candidate will possess:
- Tenacity and sales ability
- Strong interpersonal skills
- Initiative and organisational ability
- Professional presentation skills and flexibility
- Commitment to accuracy and attention to detail
- People management and empathy skills
The estimated salary for this role is $80,000-$110,000 per annum, depending on experience and location.
-
Strategic Financial Advisor
1 month ago
Cape Town, Western Cape, South Africa Network Recruitment Full timeStrategic Financial AdvisorAt Network Recruitment, we are seeking an experienced Strategic Financial Advisor to join our client's growing team. This highly strategic role involves working closely with business leaders to influence key decisions and drive financial performance.Key Responsibilities:• Collaborate with leadership to shape financial strategy•...
-
Financial Governance Advisor
1 month ago
Cape Town, Western Cape, South Africa Nedbank Full timeJob Description:Role OverviewNedbank seeks a skilled Financial Governance Advisor to execute regulatory and business advice governance measures for NPW and NFP and NFA businesses, ensuring compliance with regulatory/legislative developments and best practices.About the Role
-
Strategic Financial Advisor
3 weeks ago
Cape Town, Western Cape, South Africa Network Recruitment Full timeAbout Network RecruitmentOur client, a renowned player in the financial services industry with almost 4 decades of experience, is seeking a Strategic Financial Advisor to join their dynamic team. In this pivotal role, the successful candidate will collaborate closely with business units, providing insightful guidance that drives sustainable growth and...
-
Financial Strategy Consultant
3 weeks ago
Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full timeJob DescriptionThe Personal Financial Advisor will be responsible for providing financial planning, offering personalized financial advice, creating customized retirement plans, and delivering financial services to clients. The role involves developing tailored financial strategies, analyzing financial data, and guiding clients towards their long-term...
-
Financial Product Advisor
2 days ago
Cape Town, Western Cape, South Africa La'Granson International Full timeAbout UsLa'Granson International is a dynamic retail company that values exceptional customer service and product knowledge. Our team is dedicated to providing a positive shopping experience for our customers, and we are seeking a skilled Financial Product Advisor to join our team.Job Description:The successful candidate will be responsible for assisting...
-
High Earning Financial Consultant
4 weeks ago
Cape Town, Western Cape, South Africa Financial Advisors HR Full timeWe are seeking a highly skilled and motivated Financial Consultant to join our team at Financial Advisors HR. This is an exceptional opportunity for individuals who are passionate about providing top-notch wealth management and protection solutions to our clients.About the Role:This is a full-time remote role for a Financial Adviser/Insurance...
-
Strategic Financial Advisor
4 weeks ago
Cape Town, Western Cape, South Africa Jobs2day Full timeJob DescriptionThe Strategic Financial Advisor role at Jobs2day is a critical position that requires a highly skilled and experienced individual to drive business growth and profitability.Key Responsibilities:Analyse financial information to identify areas for improvement and implement effective strategies to enhance overall business performance.Prepare...
-
Professional Financial Advisor
2 months ago
Cape Town, Western Cape, South Africa Old Mutual Full timeRole OverviewOld Mutual is seeking a skilled Virtual Financial Services Specialist to join our team. As a Virtual Financial Advisor, you will provide pro-active, on-demand financial services and advice to customers within an allocated customer market.Key ResponsibilitiesMaintain superior service delivery to customers through building strong client...
-
Highly Motivated Financial Advisor
2 weeks ago
Cape Town, Western Cape, South Africa Sanlam Group Full timeJob Title:Highly Motivated Financial Advisor - Western Cape OpportunityAbout the Role:We are seeking a highly motivated and experienced financial advisor to join our team in the Western Cape. As a key member of our team, you will be responsible for providing expert financial advice to new and existing clients.Responsibilities:Provide professional and...
-
Professional Financial Advisor
2 weeks ago
Cape Town, Western Cape, South Africa Sanlam Group Full timeJob OverviewWe are seeking a skilled Professional Financial Advisor to join our team in Western Cape. As a key member of our Sanlam Group, you will play a vital role in providing exceptional financial advice and services to our clients.Estimated Salary: R450,000 - R550,000 per annumThis is a fantastic opportunity for a motivated individual who is passionate...
-
Strategic Advisor Growth Specialist
2 weeks ago
Cape Town, Western Cape, South Africa HR Genie Full timeOverview:The Strategic Advisor Growth Specialist plays a pivotal role in driving revenue growth for designated financial advisors, while also fostering the integration of newly recruited advisors into the firm. This role is responsible for implementing strategic initiatives and leveraging advanced technology to enhance advisor performance, expand client...
-
Strategic Financial Solutions Specialist
5 days ago
Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full timeCompany OverviewCross Wealth Financial Services is a leading provider of financial solutions, dedicated to helping individuals and families achieve their long-term goals. Our team of experts provides personalized advice and guidance to ensure that our clients make informed decisions about their financial futures.Salary & BenefitsWe offer an attractive salary...
-
Cape Town, Western Cape, South Africa Sanlam Group Full timeSeeking a talented and results-driven Senior Financial Advisor to join our team at the Sanlam Group. As a key member of our financial services team, you will play a vital role in providing exceptional client experiences and driving business growth.About the RoleWe are seeking an experienced Senior Financial Advisor to develop and implement strategic plans...
-
Financial Advisor
3 days ago
Cape Town, Western Cape, South Africa Isilumko Staffing (JHB) Full timeIsilumko Staffing (JHB) is seeking a talented Financial Advisor to join their team as a Wealth Management Specialist on a 12-month contract. The ideal candidate will possess a strong background in financial services, with experience in customer relationship management and product knowledge.Key Responsibilities:Build and maintain strong relationships with...
-
Professional Financial Advisor
2 weeks ago
Cape Town, Western Cape, South Africa Absa Group Limited Full timeJob Title: Professional Financial AdvisorWe are seeking a highly skilled and experienced Financial Advisor to join our team at Absa Group Limited.About the Role:This is an exciting opportunity for a motivated and results-driven individual to provide specialist advice and support in executing predefined objectives as per agreed standard operating procedures...
-
Insurance and Risk Management Professional
4 weeks ago
Cape Town, Western Cape, South Africa Origin Financial Group Full timeJob OverviewOrigin Financial Group is a leading Independent Financial Advisor (IFA) in the South African market, renowned for offering bespoke solutions and advice tailored to the financial life cycle of each client.About the RoleThis exciting opportunity is part of our ambitious strategy to expand our presence in the market. As an Insurance and Risk...
-
Expert Financial Advisor Coach
4 weeks ago
Cape Town, Western Cape, South Africa FirstRand Bank Limited Full timeJob DescriptionWe are seeking an Expert Financial Advisor Coach to join our team at FirstRand Bank Limited.About the RoleThe successful candidate will be responsible for providing expertise, advice, and support to financial advisory teams across the end-to-end product matrix.Key ResponsibilitiesDevelop insights into situations and apply innovative solutions...
-
Finance Strategic Advisor
4 weeks ago
Cape Town, Western Cape, South Africa Vivo Energy Full timeVivo Energy, a leading distributor and marketer of Shell and Engen branded fuels and lubricants in Africa, is seeking an experienced Finance Strategic Advisor to join their team.As a Finance Strategic Advisor at Vivo Energy, you will play a critical role in driving the company's strategic initiatives and ensuring operational success. You will work closely...
-
Cape Town, Western Cape, South Africa Sanlam Group Full timeJob Title: Financial Advisor for Short-Term Insurance SolutionsAbout the Role:The Sanlam Group seeks a highly skilled and motivated Financial Advisor to join our team in Western Cape. As a key member of our sales team, you will be responsible for providing exceptional short-term insurance solutions to new and existing clients.Key Responsibilities:Network and...
-
Professional Financial Advisor
2 weeks ago
Cape Town, Western Cape, South Africa The Legends Agency Full timeJob Title: Professional Financial AdvisorWe are seeking a highly motivated and skilled Junior Commercial Finance Specialist to join our team at The Legends Agency in Foreshore, Cape Town.About the JobThe successful candidate will be responsible for analyzing financial data, providing bespoke financial facilities to businesses in the UK, and assisting in...