Financial Advisor (Investment Specialist)

About the position

Are you ready to join an award-winning brokerage where you can pave your future as a Financial Advisor?

Is this you?
You are an experienced Financial Advisor with a passion for creating personalized financial plans tailored to clients' needs and goals and you are ready to take the next step in your career.

What you'll be doing (and why you'll enjoy it)
As a Financial Advisor, you'll have the opportunity to assist clients in creating comprehensive financial plans, offering investment advice, retirement planning strategies, and tax planning guidance. You'll enjoy working independently while benefiting from the team's administrative and operational support, access to high-quality research reports, and ongoing professional development opportunities. You'll play a crucial role in helping clients achieve their financial goals while being part of a multiple award-winning brand known for its excellence in wealth management.

Where you'll be doing it
Our client is a leading independent financial planning business with offices in Illovo (Johannesburg), Century City (Cape Town), and Umhlanga (Durban). As an FPI-approved Professional Practice and Top Wealth Manager award winner, our client is dedicated to providing exceptional service and fostering a supportive and collaborative work culture.

What you'll need
To be considered for this role, you need to have a minimum of 5 years of working experience in a financial advisory role, a completed Bachelor's degree in Financial Planning or a similar field, and a Regulatory Examination 5 for representatives. A Certified Financial Planner professional designation will considered an advantage. You should possess strong interpersonal skills, critical thinking abilities, and a proactive approach to meeting targets and deadlines.

What you'll get
In addition to a competitive salary with a commission structure, our client offers annual performance bonuses, access to advanced financial planning tools and technology, ongoing education and skills development opportunities, and a supportive team environment. You'll have the chance to grow your career and make a meaningful impact while working with a reputable and respected brand in the financial industry.

How to apply

For a confidential discussion please contact Claudette Du Preez on [Phone Number Removed]; or send your CV to [Email Address Removed]

We appreciate that your CV might not be fully up to date. No problem just send us what you have.

We do respond to everyone! Just give us a few days to work through your application.

Desired Skills:

• Critical thinking abilities
• target driven

Desired Work Experience:

• 5 to 10 years

Desired Qualification Level:

• Degree