Financial Advisor

3 days ago


Cape Town, South Africa Alpha Wealth Solutions Full time

This is a full-time remote role for a Financial Advisor at Alpha Wealth Solutions. The Financial Advisor will be responsible for providing expert guidance and comprehensive financial solutions to clients. The day-to-day tasks will include financial planning, retirement planning, investment advisory, and offering personalized financial advice to clients.

**Key Responsibilities**:

- Conduct in-depth reviews of clients' financial goals, from risk protection to wealth creation.
- Perform financial needs analysis and prepare proposals tailored to individual clients.
- Provide clients with information on new and existing products, benefits, and services.
- Design financial strategies and assist clients in making informed decisions.
- Regularly review client policies to determine if adjustments are needed due to personal or financial changes.
- Stay updated on financial products and legislative changes that may impact clients' savings and investments

**Personal Attributes & Skills**:

- Strong customer focus and networking skills.
- Proactive engagement and service-oriented mindset.
- Excellent planning and organizational skills.

**Qualifications & Experience**:

- Minimum **Wealth Management qualification** with at least **120 credits**.
- **RE5 qualification**.
- At least **2 years of experience** as a Financial Advisor.
- Financial Planning and Finance skills
- Retirement Planning and Investment skills
- Experience in providing financial advice and advisory
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work independently and remotely
- Knowledge of financial regulations and compliance

**Job Types**: Full-time, Permanent

Work Location: Remote

Expected Start Date: 2025/07/01


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