Financial Advisor / Planner
Finance/Accounting - Finance/Accounting Management Western Cape FULL TIME Job Summary Minimum requirements (Advantageous): * RE5 Certification (essential). * NQF Level 5 Qualification (essential). * Relevant Diploma or Degree, with a Financial qualification being advantageous. * Minimum 2 years’ experience as a Financial Advisor, with exposure to long-term insurance and investment products. * Proven track record of consistently achieving sales targets and Key Performance Indicators (KPIs). * Excellent communication, interpersonal and relationship-building skills. * Professional telephone etiquette with a strong client-centric approach. * Valid driver’s licence and reliable transport for business travel. * Proficiency in Microsoft Excel, Word, Google Workspace (G Suite) and Zoom. Duties and responsibilities include, but not limited to: * Establish and maintain long-term client relationships. * Conduct financial needs analysis to understand clients' financial goals. * Provide regular financial reviews and updates. * Educate clients on financial planning principles, investment strategies, and risk management. * Develop bespoke financial plans based on clients' financial situations and goals. * Offer advice on wealth management, investments, insurance, retirement, tax planning. * Analyze financial data and recommend suitable financial products. * Assist clients in structuring their portfolios for long-term growth and security. * Assess clients' risk tolerance and recommend appropriate investment strategies. * Monitor market trends and economic conditions to optimize portfolio performance. * Provide recommendations on asset allocation and investment diversification. * Review investment performance and make adjustments where necessary. * Ensure compliance with FAIS (Financial Advisory and Intermediary Services Act) and FICA (Financial Intelligence Centre Act). * Maintain records and documentation as per industry regulations. *If you do not receive feedback within two weeks of submitting your application, please consider your application unsuccessful.* I Grow Wealth Investments Recruiter
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Western Cape is an important market for jobs and professional roles in South Africa. The Western Cape mixes tourism, agriculture, tech, and creative industries with strong municipal and NGO hiring. Cape Town roles often attract national applicants, so local availability can be an advantage. Hospitality, wine and agriculture, software, design, and green-energy projects are common. Seasonal hiring spikes around summer; graduate programmes often open in the first half of the year. Peak-season traffic and long commutes from outlying towns can affect reliability. Mention clearly whether you can work on-site in Cape Town, Stellenbosch, or surrounding areas.
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