Location
cape town
Job Type
Full-time
Posted
July 16, 2026
Job Description
A national new generation independent financial planning business is looking for a Financial Advisor to join the team.
Qualification:
- Minimum bachelors degree in financial planning or similar.
- Regulatory Examination 5 for representatives.
- CERTIFIED FINANCIAL PLANNER® Professional will be added advantage.
Experience :
- Minimum 5 Years in financial advisory role.
Key Responsibilities :
- Financial Planning: Conduct comprehensive financial assessments of clients, understanding their financial goals, analysing their current financial situation, and create personalised financial plans to achieve those goals.
- Investment Management: Recommend suitable investment strategies and products based on the client's risk tolerance, time horizon, and financial objectives. Monitoring and managing investment portfolios to optimize performance and align wi...