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Independent Financial Advisor
2 weeks ago
IGrow Wealth Investments Group of Companies, proudly positioned as
South Africa's #1 Investment company
, is seeking a
Financial Advisor/Planner
to join their team in
Durbanville, Cape Town.
An exciting opportunity awaits financial advisors with South Africa's number one investment company—a chance to transform your career and make a meaningful difference in the lives of others. As part of a trusted and market-leading team, you will have access to world-class training, innovative financial solutions, and the support needed to grow a thriving practice.
This is more than just a job; it's a purpose-driven path toward financial freedom—for both you and your clients. If you're passionate about helping people build a secure future while achieving your own professional and personal goals, this is the opportunity you've been waiting for.
To qualify for this position, you need:
- Have a relevant diploma/degree (financial qualification advantageous - RE5 certification).
- Minimum 2 years of property sales experience, or experience in a financial advisory role.
- Track record of excellence in achieving sales targets and other KPI's.
- Excellent English communication skills.
- Excellent interpersonal skills and telephone etiquette.
- Reliable transport during working hours.
- Home office set up with a stable internet connection.
- Computer literate (Excel, Word, G Suite, Zoom).
Duties and responsibilities include, but not limited to:
- Establish and maintain long-term client relationships.
- Conduct financial needs analysis to understand clients' financial goals.
- Provide regular financial reviews and updates.
- Educate clients on financial planning principles, investment strategies, and risk management.
- Develop bespoke financial plans based on clients' financial situations and goals.
- Offer advice on wealth management, investments, insurance, retirement, tax planning.
- Analyze financial data and recommend suitable financial products.
- Assist clients in structuring their portfolios for long-term growth and security.
- Assess clients' risk tolerance and recommend appropriate investment strategies.
- Monitor market trends and economic conditions to optimize portfolio performance.
- Provide recommendations on asset allocation and investment diversification.
- Review investment performance and make adjustments where necessary.
- Ensure compliance with FAIS (Financial Advisory and Intermediary Services Act) and FICA (Financial Intelligence Centre Act).
- Maintain records and documentation as per industry regulations.
If you do not receive feedback within two weeks of submitting your application, please consider your application unsuccessful.
