Job Description
About the Role
Hire Resolve’s client is urgently seeking the expertise of a Senior Financial Advisor located in Cape Town, SA. As a key member of our team, you will be responsible for assessing clients’ financial situations, developing personalized financial plans, and providing recommendations on investments, insurance, and other financial products.
Key Responsibilities
- Assess clients’ financial situations
- Develop personalized financial plans
- Provide recommendations on investments, insurance, and other financial products
- Monitor clients’ portfolios
- Provide ongoing financial analysis
- Adjust strategies as needed
Requirements
- Minimum 10 years experience as financial advisor
- CFP certification
- English first language
- Must be very presentable
- Excellent verbal and written English
Qualifications
- Bachelor’s degree or higher (if applicable)
- Professional certifications in finance (if applicable)
Salary & Benefits
Salary is negotiable based on experience. Paid time off may be applicable.
[DO NOT include a “How to Apply” section – this is added automatically]
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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