Financial Advisor Job Cape Town area,South Africa,Finance & Banking

Overview

Hire Resolve 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

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.

Full Time

Company Social

Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
View / Apply for Jobs
Matching My Jurisdiction


Increase/decrease your Search Radius (miles)



Job Posting Language