About the position
Independent Financial Advisor (Risk) Are you ready to unleash your financial prowess? It's time to stop being a salesperson and time to thrive as a real Financial Advisor. Is this you? What you'll be doing (and why you'll enjoy it) Where you'll be doing it What you'll need What you'll get How to apply
Bellville, Cape Town
Market-related
Are you a dynamic professional with experience giving financial advice on risk products, coupled with a passion for financial planning and a client-centric approach? If you're a proactive decision-maker with a continuous improvement mindset, we want to hear from you!
You will play a pivotal role in managing client relationships and ensuring client portfolios align with their goals. Your responsibilities include offering tailored financial advice with a focus on risk products and recommending strategic portfolio adjustments. Collaborate with colleagues and clients to stay ahead of industry product developments and legislative changes. Your passion for giving advice, combined with advanced communication skills, will make you an integral part of the team.
You'll be joining a prominent financial services organization with a rich history of empowering clients toward financial success. With a commitment to continuous improvement and learning, our client fosters a collaborative environment both within and outside the organization. Learn and grow in a company that values innovation, teamwork, and client orientation. You'll be based in beautiful offices in Tygervalley, Cape Town.
To be considered for this opportunity you need to have a completed degree as well as 2 years' experience as a Financial Advisor, gained at an independent brokerage. You also need to be fluent in English and Afrikaans and have your own reliable transport.
In addition to a competitive salary, there is potential to earn commission and you'll enjoy the benefits of working with an industry leader committed to your professional growth. Our client offers a dynamic work culture, opportunities for continuous learning, and a chance to make a real impact in the financial services sector.
For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to c (dot) [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:
- Financial Advisor
- Retirement Planning
- Holistic Financial
- Financial Advisory
Desired Work Experience:
- 2 to 5 years
Desired Qualification Level:
- Degree
