Job Description
About the Role
Hire Resolve has partnered with a leading Wealth and Fund Management firm based at the Waterfront in Cape Town, seeking a Financial Advisor to join their team. As a boutique firm, they offer a bespoke and personal service to their clients, prioritizing their needs above all else.
Key Responsibilities
- Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses, and assets
- Offering strategic advice on products and services, such as investments, insurance coverage, and debt management tools
- Securing stocks and bonds and establishing progressive savings accounts
- Moving money from accounts per industry and federal regulations
- Performing market research to stay current with financial trends
- Preparing financial documents, such as income projections and investment reports
- Maintaining compliance with all rules and regulations in the financial industry
- Identifying and pursuing potential clients to maintain a strong client base
Requirements
- Relevant University Degree in Finance/Accounting/Investment
- CFP Qualified and RE 5 is essential
- 5+ years experience in a similar environment
Qualifications
- Bachelor’s degree or equivalent from an accredited institution
- CFP (Certified Financial Planner) qualification
- RE 5 (Registered Estate Practitioner) certification
Please note that correspondence will only be conducted with shortlisted candidates for this position. Should you not hear from us within 3 days, please consider your application unsuccessful.
You are also welcome to contact Michaela Boustred on LinkedIn or call her on ***-****.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Other Finance/Accounting Jobs in Western Cape
In the Western Cape, the finance and accounting profession is a thriving industry with a strong demand for skilled professionals. Typically, the job market trends indicate a steady growth in the need for finance and accounting expertise across various sectors. This is often driven by the increasing importance of financial management, regulatory compliance, and data-driven decision-making in businesses.
When it comes to salaries, it’s common to see broad ranges varying depending on factors like experience, company size, and industry sector. Generally, entry-level positions can expect salaries ranging from R250 000 to R400 000 per annum, while senior roles may command salaries between R600 000 and R1 200 000 or more, depending on the individual’s qualifications and level of expertise.
Common skills required for finance and accounting roles in Western Cape include proficiency in financial software such as QuickBooks, Xero, or SAP; strong analytical and problem-solving skills; excellent communication and interpersonal skills; attention to detail and organisational abilities; knowledge of tax laws and regulations; and experience with budgeting and forecasting tools. Typically, a degree in commerce, accounting, or a related field is also essential.
Industry sectors commonly employing finance and accounting professionals include the financial services sector, technology industry, manufacturing sector, and corporate organisations. These roles often involve providing financial guidance, managing budgets, preparing financial reports, and ensuring compliance with regulatory requirements.
For those looking to advance their careers in finance and accounting, career development opportunities abound. Typically, experienced professionals can move into senior management positions or pursue specialisations like forensic accounting, audit, or financial planning. Others may choose to transition into related fields like business consulting, investment banking, or entrepreneurial ventures. With continuous learning and professional development, finance and accounting professionals in Western Cape can enjoy a rewarding and challenging career with opportunities for growth and advancement.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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