Job Description
About the Role
Hire Resolve’s client in Knysna is seeking a knowledgeable and experienced financial advisor/trust officer to provide comprehensive financial advice and services to their clients. The ideal candidate will have a strong understanding of investment strategies, estate planning, and trust administration.
Key Responsibilities
- Develop and implement personalized financial strategies for clients based on their goals and risk tolerance
- Provide investment advice and recommendations to help clients achieve their financial objectives
- Assist clients with estate planning, including wills, trusts, and other related services
- Administer trusts and manage assets on behalf of clients
- Monitor and review client portfolios on a regular basis to ensure they remain aligned with their financial goals
- Stay current on market trends, economic indicators, and regulatory changes that may impact client portfolios
Requirements
- Bachelor’s degree in Finance, Business, Economics, or related field.
- Proven experience as a Financial Advisor or Trust Officer.
- Strong knowledge of financial planning strategies, investment products, and trust administration.
- Certified Financial Planner (CFP) certification preferred.
- Familiarity with relevant laws and regulations, such as fiduciary responsibilities and estate planning.
- Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
- Strong analytical and problem-solving abilities.
- Ability to work independently and as part of a team.
- Proficiency in financial software and tools.
- Attention to detail and high level of accuracy.
- Ability to handle confidential information with sensitivity and discretion.
- Exceptional organizational and time management skills.
- Professional ethics and integrity.
- Minimum of 8+ years of experience in financial planning, trust administration, or a related field
- Preferences will be given to those who have experience in trust, wills and deceased estates and/or tax advisory services
Qualifications
(No qualifications mentioned in the original job description)
Salary & Benefits
Salary: R540K/yr – R600K/yr, salary negotiable
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.
GO APPLY NOW
Safe & secure application process
Explore More Opportunities
Get Similar Job Alerts
Job Seeker Tip
Network actively - many jobs are filled through referrals before being advertised.
How to Apply
Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.
JVR Jobs connects you with employers – we don’t process applications directly.
Latest Job Opportunities
Sandton: National Facilities Manager – Sandton or Cape Town posted by Talent Evolution Ltd
Candidate can be either Sandton or Cape Town based Role Purpose The National Facilities Manager is responsible for providing specialist…
View JobEastern Cape: Eastern Cape Journalist posted by Media24
Main Purpose: To produce relevant, compelling and factually correct news, analysis, feature and multimedia content for News24 and its national…
View JobWestern Cape: Procurement Administrator posted by DB Recruitment
Are you passionate about reports, admin and measurements? A Manufacturing Concern in Cape Town is seeking an energetic Procurement Administrator…
View JobPinetown: Quality and Production Manager posted by Ntice Sourcing Solutions
Our leading FMCG client in the manufacturing sector is looking for a Production and Quality Manager to oversee operations within…
View JobJohannesburg: Procurement Manager (Automotive Manufactoring, SAP) – Alberton
Must come out of Automotive Manufacturing. QUALIFICATIONS Education Level: Degree or Diploma in Supply Chain Management Professional Registrations and...
View JobEkurhuleni: B2B Business Development Manager posted by DB Recruitment
Are you passionate about increasing market share? Do you enjoy achieving monthly, quarterly and annual targets? A leader in the…
View Job
Browse Employers
Job Alerts