Financial Advisors

10 hours ago

Cape Town, Western Cape, South Africa Succession Financial Planning Full time R250 000 - R500 000 per year

Company Description

Succession Financial Planning Advisory Services is a licensed financial services provider dedicated to helping clients achieve financial freedom and wellness at every life stage. With a commitment to fostering meaningful, long-term partnerships between clients and advisers, the organization places a strong emphasis on personalized financial strategies. Succession Financial Planning takes pride in empowering clients with the tools and guidance they need to navigate their financial journeys and reach their goals effectively. By offering tailored financial solutions, the company strives to make a lasting positive impact on the lives of its clients.

Role Description

This is a full-time hybrid role based in the Western Cape and Southern Cape or Gauteng with the flexibility of occasional remote work. As a Financial Advisor, you will be responsible for providing personalized financial planning and advisory services to clients. Key tasks include assessing clients' financial needs, creating tailored investment and retirement strategies, and ensuring long-term financial wellness. You will also maintain and grow client relationships through regular communication and reviews to align with their evolving goals.

Qualifications

  • Proficiency in Financial Planning and Financial Advisory to provide customized support to clients
  • Strong expertise in Finance, Investments, and Retirement Planning to design effective strategies
  • Excellent interpersonal and communication skills to foster client relationships
  • Ability to analyze financial data and identify opportunities for growth and improvement
  • A degree in Finance, Economics, Business Administration, or a related field is required
  • Professional certifications such as Certified Financial Planner (CFP) or equivalent are preferred
  • Proven experience in financial advising or a similar role
  • Proficiency in industry software and tools is highly beneficial

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