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Stellenbosch: Advisor posted by Arvo

Advisor

Posted on 2025-04-27 13:09:30

Company Arvo
Salary 0
Category Other Finance/Accounting
Location South Africa  /  Western Cape  /  Stellenbosch

Job Summary

Our client an independent financial services firm committed to providing expert financial planning and wealth management solutions to their clients. They are looking for a motivated and detail-oriented individual to join their team as a Financial Advisor in their Stellenbosch office.

Key Responsibilities:

– Provide expert financial advice and planning to clients.

– Conduct financial needs analysis and develop personalized financial plans.

– Advise on investment options, wealth creation, and risk management.

– Assist clients with offshore investment applications and other financial solutions.

– Stay updated on regulatory changes and industry trends.

– Build and maintain strong client relationships.

– Ensure all documentation and compliance requirements are met.

Minimum Requirements:

– At least 2 years of experience in financial services.

– A relevant qualification (BCom, CFP, or equivalent) is highly advantageous.

– RE5 qualification required.

– Strong knowledge of investment products, tax planning, and estate planning.

– Fluent in Afrikaans and English.

– Excellent communication and client relationship skills.

– Proficient in MS Office and financial planning software.

Competencies:

– Analytical and detail-oriented approach to financial planning.

– Strong problem-solving and critical-thinking abilities.

– Professionalism and ethical conduct in line with FAIS regulations.

– Self-motivated with the ability to work independently and in a team.

Area: Stellenbosch

Salary offered: Market related depending on number of years experience plus commission.

Starting date: As soon as possible.

Please apply online for this position if you meet the above-mentioned requirements.

Please assume that your application was unsuccessful if you do not receive any feedback within 4 weeks.

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