Bellville: SENIOR FINANCIAL ADVISOR/WEALTH MANAGER posted by HR Option
Posted on 2025-07-15 00:00:00
| Employer | HR Option |
|---|---|
| Category | Banking |
| Location | Western Cape / Bellville |
Job Summary
We are looking for a financial advisor to manage an existing portfolio of clients for a fixed salary.
Your:
- Formal Education:
- BCom
- Post Graduation Diploma in Financial Planning
- CFP Accreditation
- RE Qualification
- Experience:
- ± 5 years in a Wealth Management, Paraplanner, or Financial Advisory role.
- Verbal and written communication, in English and Afrikaans, at all levels
will nable you to do the following duties:
- Client Portfolio Reviews
- Analyse the performance of client portfolios and prepare review reports in accordance with company policies and standards.
- Conduct client reviews and ensure timely submission of review reports in alignment with company guidelines.
- Servicing of Existing Clients
- Provide ongoing financial advice to clients, in collaboration with the Wealth Planners, on portfolio matters such as risk, market trends, investment performance, benchmarks, and insured values.
- Process and implement client instructions related to switches, repurchases, maturities, surrenders, and Section 14 and Section 37 transfers.
- Address and resolve client concerns, queries, requests, and complaints pertaining to their portfolios.
- Facilitate the opening of CCM accounts and authorize payments as required.
- Assist clients with tax-related queries.
- Support clients in preparing and signing wills and assist with estate execution in collaboration with the appointed executor.
- Uphold and apply the principles of the Treating Customers Fairly (TCF) Policy in all client interactions.
- Demonstrates a good understanding of shares and offshore investment processes.
- Generating New Business
- Proactively identify new business opportunities and promote the full range of services and products offered by EFG.
- Responsible for compiling estate duty calculations, risk cover, and investment proposals.
- Leadership & Support to Wealth Team
- Oversee Junior Wealth Managers to ensure adherence to supervision compliance requirements.
- Identify training needs within the Wealth Team and coordinate necessary training sessions.
- Conduct quality control on the outputs of Wealth Managers to maintain high standards of client service and portfolio management.
- Collaborate with service providers to address and resolve client service issues.
- General Administration
- Document all client interactions promptly after completion.
- Maintain and update client records and databases, including static data.
- Ensure compliance with FICA and FAIS legislative requirements.
Click Go Apply to apply online!
Get Similar Job Alerts
Apply directly for this position. Please read all instructions carefully.
We do not process job applications; we simply aggregate and display job listings.
More related positions
Bellville: Senior Travel Consultant posted by Generico Recruitment
NEW VACANCY Tourism IndustrySenior Travel Consultant Inbound GroupsSeriesBelvilleR30 000 - R40 000 Depending on experienceThis job is office based,...
View Job
Senior Travel Consultant
Bellville: FIRE DETECTION TECHNICIAN posted by Bayteck Holdings
Fire Detection Technician position available in Cape Town. Company is a well-established, national company.Candidate must be SAQCC DGS certified and have a...
View Job
FIRE DETECTION TECHNICIAN
Bellville: TRAINING INSTRUCTOR posted by Bayteck Holdings
National Training Academy has a position available for an instructor to present the following classesFirst Aid minimum BAA qualification requiredFire...
View Job
TRAINING INSTRUCTOR
Bellville: Senior Sales Representative – Urgently Needed posted by Flooring Solutions Bellville
Senior Sales Representative Flooring Solutions BellvilleAre you a self-motivated and dynamic Senior Sales Representative with a passion for driving sales?...
View Job
Senior Sales Representative – Urgently Needed
Bellville: Qualified Nail Technician posted by Sakura Beauty Bar
? Qualified Nail Technician Wanted Join Our Beauty Team in Welgemoed! ?? Location Welgemoed, Cape Town? Start Date Immediate? Full-time Part-time Position...
View Job
Qualified Nail Technician
Bellville: Salesperson – Verteenwoordiger vir Verkope – Houtbedryf posted by Timbacore
Verteenwoordiger vir Verkope Houtbedryf Kommissie-gebaseerOns is op soek na n gemotiveerde en ervare Verkoopsverteenwoordiger met sterk tegniese kennis van...
View Job
Salesperson – Verteenwoordiger vir Verkope – Houtbedryf
Bellville: Junior H&S Officer – SACPCMP Registered posted by Riskshield Safety
We are a specialist Health and Safety consultancy serving the construction industry. We are currently seeking a Junior Safety Officer for night shift work...
View Job
Junior H&S Officer – SACPCMP Registered
Bellville: General Worker (Construction) posted by SS Steel Innovations
Job Description We are seeking a reliable and skilled General Worker to join our busy construction workshop. The ideal candidate will assist with daily...
View Job
General Worker (Construction)
Bellville: Site Installer (Construction) posted by SS Steel Innovations
About UsSS Steel Innovations is a growing construction and installation company specializing in the fabrication and site installation of metal work ...
View Job
Site Installer (Construction)
Bellville: Graphic Designer – Urgent posted by saYellow
We are looking for a creative and detail-oriented Junior Graphic Designer to join our team. You will be responsible for producing high-quality visual...
View Job
Graphic Designer – Urgent
Bellville: Bookkeeper posted by Integratek
We have a vacancy for a self-motivated and goal-driven Bookkeeper to join our dynamic team at our Brackenfell Office. We operate in the Electronic Security...
View Job
Bookkeeper
Bellville: Legal Receptionist posted by Marais Muller Hendricks Attorneys
Marais Muller Hendricks Attorneys is looking for a vibrant and professional Legal Receptionist to join our dynamic team in Bellville.Key...
View Job
Legal Receptionist
Bellville: Office Admin – Tech Support and Sales Ops – URGENT, ASAP posted by Hackerstopped
A tech company in the payment solutions and vending space. Devices are used across South Africa to power vending machines and transactional systems. Our...
View Job
Office Admin – Tech Support and Sales Ops – URGENT, ASAP
Bellville: Cleaner
Cleaner needed ASAP 3 times a week in the Bellville area. Requirements Male over 18 Grade 12 Experience No Criminal record Police clearance
View Job
Cleaner
Cape Town: Paraplanner | Senior Assistant to Financial Advisors – Tyger Waterfront Bellville. posted by Headhunters
Our Client in the Financial Service Industry, based in Tyger Waterfront Bellville is looking to employ a Paraplanner to their team.Minimum RequirementsNQF...
View Job
Paraplanner | Senior Assistant to Financial Advisors – Tyger Waterfront Bellville.
Bellville: IT Risk Manager posted by Progressive IT Resourcing
Our ClientThis Business area is responsible for the provision of a digitally enabled technology service as a group COE, drive business and transformation...
View Job
IT Risk Manager
Bellville: Credit Control Manager posted by Recruitment Matters
Our client is looking for a Credit Control Manager to lead their national credit function and team. The role involves overseeing all aspects of credit...
View Job
Credit Control Manager
Bellville: Restaurant General Manager (Senior Manager) posted by TradeOn
Exciting Opportunity for a Senior Restaurant Manager to Join our Dynamic Company and work within SAs No. 1 Fast Food brand! Key ResponsibilitiesAchieve High...
View Job
Restaurant General Manager (Senior Manager)
Bellville: Financial Accountant posted by WENZ
AccountantJob TypenbspFull-timePaynbspR30nbsp000,00 per month depending on experienceEducationAccounting or Bookkeeping Certificates Degrees Diplomas...
View Job
Financial Accountant
Bellville: Senior Bookkeeper posted by WENZ
BookkeeperJob TypenbspFull-timePaynbspR30nbsp000,00 per month depending on experienceEducationAccounting or Bookkeeping Certificates Degrees Diplomas...
View Job
Senior Bookkeeper
Bellville: Senior Bookkeeper posted by WENZ
Senior BookkeeperJob TypenbspFull-timePaynbspR30nbsp000,00 per month depending on experienceEducationAccounting or Bookkeeping Certificates Degrees ...
View Job
Senior Bookkeeper
Bellville: Senior Accountant posted by FROGG Recruitment
Senior Accountant BELLVILLE Cape Town REMOTEOur small boutique Accounting Firm client is looking for an Accountant to join their small firm. This is a...
View Job
Senior Accountant
Bellville: Accountant posted by FROGG Recruitment
Accountant Bellville Cape Town REMOTEOur small boutique Accounting Firm client is looking for an Accountant to join their small firm. This is a Remote...
View Job
Accountant
Bellville: Accountant posted by FROGG Recruitment
Accountant Bellville Cape Town REMOTEOur small boutique Accounting Firm client is looking for an Accountant to join their small firm. This is a Remote...
View Job
Accountant
Cape Town: Technical Manager CA(SA) | PKF Cape Town | Bellville or Stellenbosch office posted by PKF Cape Town
PKF Cape Town is looking for a Technical Manager CASA to join their team!Duties and responsibilities will include, but not be limited toField and respond to...
View Job
Technical Manager CA(SA) | PKF Cape Town | Bellville or Stellenbosch office