Financial Advisor

3 days ago

Cape Town, Western Cape, South Africa Oasis Crescent Full time R80 000 - R120 000 per year

Shape Financial Futures with Oasis Group

At Oasis, we empower clients to achieve lasting financial success through ethical, expert wealth management. We're seeking an ambitious Financial Advisor to drive business growth, build strong client relationships, and provide tailored investment and financial planning solutions.

If you're a results-driven professional who thrives on helping clients reach their goals, we want to meet you.

What You'll Do

  • Grow new business and expand assets under management through effective lead generation and client engagement.
  • Deliver professional financial advice across investments, retirement, tax planning, and estate management.
  • Build and maintain trusted, long-term relationships with clients across multiple regions.
  • Ensure full compliance with FAIS, FICA, AML, and POPIA standards.
  • Collaborate with executives and marketing teams to plan events and support client outreach initiatives.

What You'll Bring

  • Bachelor's degree in Finance, Accounting, or Tax
  • RE5 essential
  • Class of Business (including Pension Fund Benefits & Investments) essential
  • CFP or Diploma in Financial Planning (advantageous)
  • 2+ years experience in wealth management or financial advisory
  • Deep knowledge of Collective Investment Schemes, Retirement Funds, and Wealth Solutions
  • Strong communication, presentation, and relationship-building skills
  • A client-first mindset, professional presence, and willingness to travel nationally
  • Valid driver's license

Why Oasis Group?

Join a globally respected wealth management firm known for integrity, innovation, and impact. We offer:

  • A performance-driven culture with clear growth pathways
  • Continuous learning and professional development
  • A chance to make a tangible difference in clients' lives

#FinancialAdvisor #WealthManagement #InvestmentAdvisor #CFP #FinanceJobs #FinancialPlanning #OasisGroup #CapeTownJobs #SouthAfricaCareers #AssetManagement #ClientAdvisory #RetirementPlanning #FinancialServices

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