Financial Advisor

About the position

HireResolve has partnered with a leading Wealth and Fund Management firm who is looking for a Financial Advisor to join their team based at the Waterfront in Cape Town. As a boutique firm the offers a bespoke and personal service to their clients and they are seeking a Financial Advisor who will prioritise their client's needs 

Responsibilities:

• Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
• Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
• Securing stocks and bonds and establishing progressive savings accounts
• Moving money from accounts per industry and federal regulations
• Performing market research to stay current with financial trends
• Preparing financial documents, such as income projections and investment reports
• Maintaining compliance with all rules and regulations in the financial industry
• Identifying and pursuing potential clients to maintain a strong client base

Requirements:

• Relevant University Degree in Finance / Accounting / Investment
• CFP Qualified and RE 5 is essential
• 5+ years experience in a similar environment

If you meet the above requirements and want to make a career-changing move, apply today by either filling in the online application form or emailing your CV to Hire Resolve at [Email Address Removed].com
You are also welcome to contact Michaela Boustred on LinkedIn or call her on [Phone Number Removed];.

Please note that correspondence will only be conducted with shortlisted candidates for this position. Should you not hear from us within 3 days, please consider your application unsuccessful.

Desired Skills:

• Financial Advisor
• Financial Advisor
• Financial Advisor