Financial Advisor

Introduction

Job Title:Financial Advisor / Wealth Manager
Location:Cape Town (In-Office | 08:30 – 17:00)
Position Type:Full-Time, Permanent

About the Role
Are you a mid-level Financial Planner looking for an environment where you can focus on building relationships and closing high-net-worth business without the constant burden of self-sourcing leads?

We are a fast-growing, collaborative wealth management firm based in Cape Town looking to add driven Financial Advisors to our team. In this role, you will manage high-net-worth individual (HNWI) client portfolios ranging from R2 million to R10 million+, backed by a centralized, daily lead-generation engine and an experienced operations team.

Key Responsibilities

• Client Engagement & Consultation:Conduct remote (Microsoft Teams) and in-person consultations with pre-qualified high-net-worth clients to assess financial goals and recommend investment strategies.

• Portfolio Management:Onboard and manage client portfolios ranging from R2 million to over R10 million.

• Full-Spectrum Wealth Management:Utilize top-tier investment platforms (such as Allan Gray and Old Mutual Wealth) to deliver holistic financial planning.

• Leverage Outsourced Solutions:Oversee risk product requirements through our dedicated outsourced partners, generating additional revenue streams for your book without added administrative overhead.

• CRM & Process Adherence:Utilize our modern CRM platform to streamline workflows from initial meeting notes, transcripts, and FICA compliance to automated client onboarding.

What We Offer

• Centralized Lead Generation:Daily leads generated via our digital marketing channels and qualified by an internal team to book meetings directly onto your calendar.

• Competitive Compensation:Market-related basic salary plus performance-based commissions, value-target bonuses, and long-term book-valuation payments.

• Support & Growth:Work alongside a highly qualified team (predominantly CFP® designees) with access to a senior buddy system for complex deals and weekly professional development sessions.

• Incentives:Participation in our bi-annual Advisor Challenge featuring substantial cash prizes.

• Dynamic Culture:High-energy, open-plan office environment with an active team culture.

Candidate Requirements

• Language Proficiency:Business-level fluency in
  Afrikaans
  is essential to serve our existing client base effectively.

• Experience Level:Mid-level experience—confident, professional, and capable of holding peer-level advisory conversations with high-net-worth individuals.

• Technical
  
  Skills:
  
  Comfortable with modern financial tech stacks, virtual meeting software (MS Teams), and CRM systems.

• Qualifications:Relevant financial planning qualification or degree; working toward or holding a CFP® designation is advantageous.

• Location:Based in or willing to commute daily to our Cape Town office.

Recruitment Process