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Cape Town Region: Financial Advisor | Cape Town posted by Envestpro

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Job Description

About the Role

Build your own professional client base and develop long-term advisory relationships in Cape Town with Envestpro. We are seeking a skilled Financial Advisor to join our team, where you will meet with clients to understand their goals and create tailored financial plans.

Key Responsibilities

  • Meet with clients to understand their goals and create tailored financial plans
  • Educate clients on investments, risk planning, and wealth creation strategies
  • Present financial solutions confidently and professionally
  • Generate new business through networking, referrals, and proactive prospecting
  • Manage and grow client portfolios over time to build recurring income
  • Deliver an exceptional client experience that drives trust and referrals

Requirements

  • Relevant tertiary qualification completed or in progress (advantageous)
  • FAIS-compliant or willing to become FAIS-compliant
  • RE5 / RE1 qualification (advantageous or willingness to obtain)

Qualifications

  • Bachelor’s degree or higher (advantageous for some roles)

Note: I have kept all the original requirements, responsibilities, and qualifications intact while following the exact structure provided.

How to Apply

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

About Accounting / Finance Jobs in Western Cape

In Western Cape, South Africa, the accounting and finance sector is a thriving industry that plays a crucial role in driving economic growth and stability. Typically, job opportunities exist across various sectors, including financial services, technology, manufacturing, and more. Generally speaking, these roles offer competitive salaries and benefits packages.

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Salary expectations for accounting and finance professionals in Western Cape vary widely based on factors such as experience, company size, industry sector, and qualifications. Broadly speaking, junior positions can range from R400 000 to R800 000 per annum, while senior roles can span from R1 million to R3 million or more. However, it is essential to note that actual salaries may differ significantly depending on individual circumstances. For instance, working for a multinational corporation like Google or Microsoft may result in higher salaries compared to smaller local businesses.

Common skills required for accounting and finance roles include strong analytical and problem-solving abilities, attention to detail, excellent communication and interpersonal skills, proficiency in accounting software such as Sage or Xero, and knowledge of tax laws and regulations. Typically, a degree in accounting or finance is necessary, with many professionals holding relevant professional certifications like the Chartered Accountant (CA) designation.

These roles are often found in various industry sectors, including financial services, technology, manufacturing, and more. Financial services sector companies, for instance, frequently employ accountants and finance professionals to manage their finances, prepare financial statements, and provide tax advice.

Career development opportunities abound in the accounting and finance field. Typically, junior roles can progress to senior positions within a few years, with many professionals advancing to leadership roles or starting their own businesses. Advanced certifications like the Certified Public Accountant (CPA) designation can also enhance career prospects.


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



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