Financial Advisor

1 day ago

Cape Town, Western Cape, South Africa Atlantis Wealth Full time

Company Description

Atlantis Wealth, a juristic representative of Discovery Life, is a leading financial services provider in South Africa, renowned for offering innovative financial solutions to protect and grow wealth for individuals, business owners, members, and shareholders. Committed to delivering a 5-star client experience, Atlantis Wealth invests in cutting-edge technology and provides unrivaled personal service. Based in Cape Town, the company seeks highly professional individuals passionate about finance to join our team and contribute to safeguarding the financial future of our clients. Atlantis Wealth is dedicated to maintaining a strong, trusted presence in the financial services landscape.

Role Description

This is a full-time hybrid role for a Financial Advisor, located in Century City Cape Town with opportunities for partial remote work. The Financial Advisor will be responsible for providing expert financial planning and advice tailored to clients' individual needs and goals. Key tasks include assessing client financial situations, creating customized financial strategies, recommending appropriate investment and insurance products, and managing ongoing client relationships. Advisors are also expected to stay informed about market trends and regulatory changes to ensure compliance and provide the best possible service to clients.

Qualifications

  • Expertise in Financial Planning, Investment Strategies, and Risk Management
  • Strong interpersonal, negotiation, and relationship management skills
  • Excellent communication, presentation, and analytical abilities
  • Proficiency with financial software tools and ability to interpret market trends
  • Relevant educational background, such as a degree in Finance, Economics, or related fields
  • Certified Financial Planner (CFP) designation or equivalent qualifications (preferred)
  • Knowledge of South African financial regulations and compliance requirements

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