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

My client is a reputable and award-winning independent financial advisory firm with branches in Johannesburg, Cape Town, and Durban. The firm is known for providing holistic financial planning and wealth management solutions to both individual and corporate clients, built on a foundation of integrity, professionalism, and a client-first approach.

We are currently seeking a Financial Advisor (Investment Specialist) for their Cape Town branch.

Purpose of the Role:
The purpose of the Financial Advisor (Investment Specialist) role is to assist clients in creating comprehensive financial plans tailored to their unique needs and goals. This includes assessing their current financial situation, setting achievable financial objectives, and developing strategies to meet them. The role encompasses providing expert advice in investments, retirement planning, and tax planning, as well as ongoing monitoring and review of client portfolios to ensure alignment with their long-term financial aspirations.

KEY RESPONSIBILITIES:
Financial Planning: Conduct comprehensive financial assessments of clients, understanding their financial goals, analysing their current financial situation, and create personalised financial plans to achieve those goals.
Investment Management: Recommend suitable investment strategies and products based on the client’s risk tolerance, time horizon, and financial objectives. Monitoring and managing investment portfolios to optimize performance and align with the client’s goals.
Retirement Planning: Assist clients in planning for their retirement by estimating retirement needs, recommending retirement accounts, and devising strategies to accumulate sufficient funds for a comfortable retirement.
Tax Planning: Provide guidance on tax-efficient investment strategies and suggest ways to reduce tax liabilities through proper tax planning techniques.
Client Education: Educating clients about various financial concepts, investment options, and economic trends to enhance their financial literacy and empower them to make informed decisions.
Compliance and Regulatory Adherence: Ensuring compliance with relevant financial regulations, laws, and industry standards, as well as maintaining appropriate fit and proper requirements.
Client Relationship Management: Build strong, long-term relationships with clients by providing exceptional service, regular communication, and being accessible to address their financial concerns.
Market Research and Analysis: Stay informed about the latest market trends, economic developments, and financial products to offer well-informed advice to clients.
Continual Professional Development: Engage in ongoing education and training to stay updated on industry changes, new investment options, and evolving financial planning strategies.
Networking and Business Development: Build and expanding a network of potential clients and industry contacts to grow your client base and business.
Ethical Conduct: Maintain the highest ethical standards and putting clients’ interests first in all financial recommendations and interactions.