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Cape Town: Financial Advisor (Investment Specialist) posted by Milton Resourcing

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Job Description

About the Role

Our client, a reputable and award-winning independent financial advisory firm with branches in Johannesburg, Cape Town, and Durban, is seeking a skilled Financial Advisor (Investment Specialist) to join their Cape Town branch. As a key member of the team, you will be responsible for providing expert advice on investments, retirement planning, and tax planning, while also building strong relationships with clients.

Key Responsibilities

  • Conduct comprehensive financial assessments of clients
  • Recommend suitable investment strategies and products based on the client’s risk tolerance, time horizon, and financial objectives
  • Monitor and manage investment portfolios to optimize performance and align with the client’s goals
  • Assist clients in planning for their retirement by estimating retirement needs, recommending retirement accounts, and devising strategies to accumulate sufficient funds
  • Provide guidance on tax-efficient investment strategies and suggest ways to reduce tax liabilities through proper tax planning techniques
  • Educate clients about various financial concepts, investment options, and economic trends to enhance their financial literacy and empower them to make informed decisions

Requirements

  • 3 years of experience in financial advisory services
  • Strong understanding of investments, retirement planning, and tax planning principles
  • Excellent communication and interpersonal skills
  • Ability to work with clients of diverse backgrounds and needs
  • Proficiency in Microsoft Office software

Qualifications

  • Bachelor’s degree in Financial Management, Economics, or related field
  • Certified Financial Planner (CFP) designation or equivalent experience
  • Completion of a relevant financial planning course or certification program

Salary & Benefits

The salary for this role is R550,000 – R650,000 per annum, depending on experience. The company offers comprehensive benefits, including medical aid, life assurance, and annual leave.

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How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Insurance Sales/Marketing Jobs in Western Cape

The insurance sales and marketing industry is a growing sector in Western Cape, South Africa, with a general upward trend in job opportunities. Typically, this field offers stable and rewarding careers for those who are passionate about understanding complex products and building relationships with clients. However, the job market can be highly competitive, especially in areas like Cape Town and Stellenbosch.

Generally, insurance sales and marketing professionals in Western Cape can expect to earn a salary range of R400 000 to R600 000 per annum, depending on factors such as experience, company size, and industry sector. However, please note that this is only a rough estimate, and actual salaries can vary widely based on individual circumstances.

Common skills required for insurance sales and marketing roles include strong communication and interpersonal skills, the ability to understand complex financial products, proficiency in Microsoft Office and CRM systems, and excellent analytical and problem-solving skills. Other essential skills include the ability to build rapport with clients, negotiate effectively, and adapt to a fast-paced environment. In some cases, a degree in a related field such as business or marketing may be advantageous.

The insurance industry sector is one of the largest employers of sales and marketing professionals in Western Cape, with many companies operating in areas such as financial services, technology, and manufacturing. Other industries that commonly hire for these roles include construction and real estate sectors. Typically, these roles require an understanding of the specific industry’s regulations and requirements.

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For those interested in pursuing a career in insurance sales and marketing, there are several opportunities for career development and growth. Typically, professionals can expect to move into senior roles within 5-7 years of experience, or progress into specialist areas such as underwriting or risk management. Many companies also offer training and development programs to help employees enhance their skills and knowledge.


This information provides general career guidance. Actual salaries and requirements vary by employer.



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