Financial Services Expert

18 hours ago


Cape Town, Western Cape, South Africa Simply Full time

Role Summary

We are looking for a skilled Financial Advisor to join our team in Cape Town. As a Financial Advisor, you will be responsible for providing expert advice on financial planning, retirement planning, and investments to clients. You will also contribute to the development of new business opportunities and partnerships.

Main Responsibilities

  • Develop and implement financial plans for clients
  • Provide expert advice on retirement planning and investments
  • Identify new business opportunities and partnerships
  • Collaborate with cross-functional teams to achieve business objectives

Key Qualifications

  • Degree in Finance or related field
  • Relevant certifications such as CFP or CFA
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills


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