A Advisor Cape Town

Careerline Recruitment • Other • Cape Town, Western Cape, South Africa • $200 - $300 / year • 10h ago

Join a diversified wealth management company focused on delivering real value to its investors over the long term!

The core function of the successful candidate will be to manage and grow their portfolio of clients while providing financial planning advice.

Generate leads, set up appointments, meet clients and close deals.
Prepare and present recommendations or solutions to clients, implementing, reviewing and monitoring on an ongoing basis.
Obtain all necessary documentation (FICA documentation).
Ensure all associated administration is completed effectively to meet compliance and regulatory requirements.
Assist with ad hoc marketing drives in your region.
Effectively service clients that may be in other centers; limited traveling may be required.
Flexibility is required as clients may request consultations outside of normal office hours.
Analyze to provide ideas for new product development.
Update Profidar Report on a daily basis.
Submit daily travel reports.
Submit demographic reports of clients.

Bachelor's degree in Finance, Accounting, Business, or a related field.
2+ years experience in the financial services industry.
Understanding of Collective Investment Schemes, Retail Retirement Fund Industry, and Wealth Management.
History of building strong relationships.
Excellent knowledge of financial planning principles and investment strategies.
CFP or diploma in Financial Planning is advantageous.
Strong communication and interpersonal skills to collaborate effectively with clients.
Passionate about providing the best financial services and advice to clients.
Effective problem-solving skills, with the ability to identify issues and provide solutions.
Ability to maintain and develop relationships with clients and communicate complex financial information clearly and concisely.
Adhere to CPD Requirement.