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Cape Town: Financial Adviser posted by BOSS Consult

Financial Adviser

Posted on 2025-03-22

Employer BOSS Consult
Salary 1000
Category Finance Accounting
Location Western Cape  /  Cape Town

Job Summary

  1. Provision of office space and full infrastructure for financial planners
  2. Full suite of administration services, i.e. new business finalisation, client services and client retention mechanisms
  3. Telephony services, i.e. internet, email, telephone, voice logging, secure storage of data, full suite of Microsoft access
  4. Access to business coaching and client advice support
  5. Assistance with practice management
  6. Training support, i.e. technical and soft skills training
  7. Access to an effective leads system
  8. Financial support
  9. Support with succession planning
  10. Support with unlocking of equity from adviser practices

Financial Adviser position available in Western Cape, Cape Town. This job position was posted by BOSS Consult. The job has been posted as a premium ad on 2025-03-22 at 13:00:16 in the Finance Accounting category

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