Western Cape: Financial Advisor / Planner posted by I Grow Wealth Investments
Posted on 2025-07-17 00:00:00
| Employer | I Grow Wealth Investments |
|---|---|
| Category | Finance/Accounting Management |
| Location | Western Cape / Western Cape |
Job Summary
- Have a relevant diploma/degree (financial qualification advantageous – RE5 certification)
- Minimum 2 years of property sales experience, or experience in a financial advisory role
- Track record of excellence in achieving sales targets and other KPI’s
- Excellent English communication skills
- Excellent interpersonal skills and telephone etiquette
- Reliable transport during working hours
- Home office set up with a stable internet connection
- Computer literate (Excel, Word, G Suite, 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 and building a portfolio of investment properties.
- 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
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