Financial Advisor

3 days ago

Cape Town, Western Cape, South Africa Pro Select Consulting Full time R400 000 - R800 000 per year


We are seeking a highly motivated and knowledgeable Financial Advisor to join our clients team. The ideal candidate will be responsible for providing clients with comprehensive financial planning and investment advice tailored to their needs and goals. You'll help clients make informed decisions about investments, savings, retirement, insurance, and estate planning.

Responsibilities Include: 

  • Build and maintain long-term relationships with clients through regular communication and review of financial plans.
  • Analyze clients financial status, goals, and risk tolerance to develop personalized financial strategies.
  • Recommend investment products, insurance coverage, tax strategies, and retirement plans.
  • Monitor financial portfolios and update plans based on changes in market conditions or life circumstances.
  • Stay updated on market trends, economic forecasts, and financial regulations.
  • Conduct client meetings and presentations, both in-person and virtually.
  • Maintain compliance with all financial regulations and ethical standards.
  • Maintain accurate records of client interactions and financial documents.

Requirements Include:

  • Bachelors degree in Finance, Accounting, Economics, or a related field.
  • Certification such as CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or relevant financial licensing (e.g., FINRA, FSCA in South Africa) 
  • Proven experience as a Financial Advisor or similar role.
  • Strong analytical and decision-making skills.
  • Excellent interpersonal, communication, and sales skills.
  • Proficient in financial planning software and MS Office Suite.

Own Vehicle Essential 


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