Hermanus: Financial Advisor

Are you a seasoned financial professional with a passion for guiding clients through complex investment and retirement landscapes? Our client, a licensed South African financial services provider, is seeking a high-caliber Financial Advisor to join their Advisory Services team in the beautiful coastal town of Hermanus, Western Cape. Key Responsibilities: As a Financial Advisor, you will provide personalized advice with a focus on investment portfolios, retirement planning, and wealth preservation. Your core duties will include: Tailored Financial Planning: Conducting in-depth needs analyses to develop financial plans aligned with clients” life goals. Retirement Expertise: Developing and implementing strategies for South African retirees and expatriates to ensure lifestyle sustainability. Investment Guidance: Advising on offshore options, annuities, living annuities, and tax-efficient drawdown strategies. Cross-Border Advisory: Navigating complex issues such as foreign pensions, dual tax residency, currency risk, and international estate planning. Client Relationship Management: Building long-term relationships based on trust and transparency while conducting regular portfolio reviews. Compliance & Technical Proficiency: Ensuring all advice remains compliant with South African financial legislation (FSCA, SARS, SARB) and managing client interactions through CRM systems like AtWork. Role Requirements: