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Strategic Financial Planning Consultant
Remote / Online - Candidates ideally in
Stellenbosch, 7600, South Africa
Listed on 2026-07-11
Stellenbosch, 7600, South Africa
Listing for:
Alexforbes
Full Time, Remote/Work from Home
position Listed on 2026-07-11
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Alexforbes is seeking a passionate Financial Planning Consultant to transform client journeys with trusted advice and technology-driven solutions. You will assess investment needs, risk tolerance, and time horizons, then present tailored recommendations aligned with our investment philosophy.
The role emphasizes ongoing planning for retained clients, relationship development within corporate accounts, and execution of compliant advice using FPC systems and policies. Hybrid work options offered.
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