Menu Close

Stellenbosch: Advisor posted by Arvo

Stellenbosch: Advisor posted by Arvo

Posted on 2025-04-29 00:00:00

Employer Arvo
Category Other Finance/Accounting
Location Western Cape  / Stellenbosch

Job Summary

Our client an independent financial services firm committed to providing expert financial planning and wealth management solutions to their clients. They are looking for a motivated and detail-oriented individual to join their team as a Financial Advisor in their Stellenbosch office.

Key Responsibilities:

– Provide expert financial advice and planning to clients.

– Conduct financial needs analysis and develop personalized financial plans.

– Advise on investment options, wealth creation, and risk management.

– Assist clients with offshore investment applications and other financial solutions.

– Stay updated on regulatory changes and industry trends.

– Build and maintain strong client relationships.

– Ensure all documentation and compliance requirements are met.

Minimum Requirements:

– At least 2 years of experience in financial services.

– A relevant qualification (BCom, CFP, or equivalent) is highly advantageous.

– RE5 qualification required.

– Strong knowledge of investment products, tax planning, and estate planning.

– Fluent in Afrikaans and English.

– Excellent communication and client relationship skills.

– Proficient in MS Office and financial planning software.

Competencies:

– Analytical and detail-oriented approach to financial planning.

– Strong problem-solving and critical-thinking abilities.

– Professionalism and ethical conduct in line with FAIS regulations.

– Self-motivated with the ability to work independently and in a team.

Area: Stellenbosch

Salary offered: Market related depending on number of years experience plus commission.

Starting date: As soon as possible.

Please apply online for this position if you meet the above-mentioned requirements.

Please assume that your application was unsuccessful if you do not receive any feedback within 4 weeks.

Click Go Apply to apply online!


Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
View Job  Muldersdrift: Massage Therapist - Urgently Needed posted by Greenstone Spa
You'll receive alerts for new jobs in

Apply directly for this position. Please read all instructions carefully.

We do not process job applications; we simply aggregate and display job listings.

More related positions


Stellenbosch: Shift Supervisor

Stellenbosch: Shift Supervisor Posted on 2025-04-17 00:00:00 Employer Unspecified Category Manufacturing Location Cape Winelands  / Stellenbosch Job Summary Minimum Requirements: Matric/Grade 12 Diploma in Production Technology…


View Job
Shift Supervisor

Stellenbosch: Finance and HR Support Officer

Stellenbosch: Finance and HR Support Officer Posted on 2025-04-17 00:00:00 Employer Unspecified Category Accounting / Finance Location Cape Winelands  / Stellenbosch Job Summary This role combines…


View Job
Finance and HR Support Officer

Stellenbosch: Accountant – SAIPA Registered posted by Hire Resolve

Stellenbosch: Accountant – SAIPA Registered posted by Hire Resolve Posted on 2025-04-30 00:00:00 Employer Hire Resolve Category Auditing Location Western Cape  / Stellenbosch Job Summary Job…


View Job
Accountant – SAIPA Registered

Cape Town: Technical Manager CA(SA) | PKF Cape Town | Bellville or Stellenbosch office posted by PKF Cape Town

Cape Town: Technical Manager CA(SA) | PKF Cape Town | Bellville or Stellenbosch office posted by PKF Cape Town Posted on 2025-04-29 00:00:00 Employer PKF…


View Job
Technical Manager CA(SA) | PKF Cape Town | Bellville or Stellenbosch office

Stellenbosch: Junior Sales Consultants – UK Market

Stellenbosch: Junior Sales Consultants – UK Market Posted on 2025-04-17 00:00:00 Employer Unspecified Category Sales Location Cape Winelands  / Stellenbosch Job Summary What We’re Looking For:…


View Job
Junior Sales Consultants – UK Market

Stellenbosch: CA Graduate Experience 2026 | SAICA Trainee Accountant | Stellenbosch posted by PKF Cape Town

Stellenbosch: CA Graduate Experience 2026 | SAICA Trainee Accountant | Stellenbosch posted by PKF Cape Town Posted on 2025-04-29 00:00:00 Employer PKF Cape Town Category…

View Job  Durban North: Accountant - Durban North posted by Hewitt Colenbrander Recruitment

View Job
CA Graduate Experience 2026 | SAICA Trainee Accountant | Stellenbosch

Stellenbosch: Junior Buyer

Stellenbosch: Junior Buyer Posted on 2025-04-17 00:00:00 Employer Unspecified Category Retail / wholesale Location Cape Winelands  / Stellenbosch Job Summary What You’ll Be Cooking Up Sourcing…


View Job
Junior Buyer

Cape Town: Internal Consultant (Private Banking) – Stellenbosch posted by Rory Mackie & Associates

Cape Town: Internal Consultant (Private Banking) – Stellenbosch posted by Rory Mackie & Associates Posted on 2025-04-29 00:00:00 Employer Rory Mackie & Associates Category Banking…


View Job
Internal Consultant (Private Banking) – Stellenbosch

Stellenbosch: CIMA/SAIPA Trainee posted by Hire Resolve

Stellenbosch: CIMA/SAIPA Trainee posted by Hire Resolve Posted on 2025-04-30 00:00:00 Employer Hire Resolve Category Auditing Location Western Cape  / Stellenbosch Job Summary Hire Resolve is…


View Job
CIMA/SAIPA Trainee

Stellenbosch: Head Mixologist

Stellenbosch: Head Mixologist Posted on 2025-04-18 00:00:00 Employer Unspecified Category Catering / hospitality Location Cape Winelands  / Stellenbosch Job Summary Duties: Develop and update cocktail menus,…


View Job
Head Mixologist

Stellenbosch: Head Houseman

Stellenbosch: Head Houseman Posted on 2025-04-18 00:00:00 Employer Unspecified Category Catering / hospitality Location Cape Winelands  / Stellenbosch Job Summary Duties: Ensuring all areas of the…


View Job
Head Houseman

Stellenbosch: Head Houseman – Banquet

Stellenbosch: Head Houseman – Banquet Posted on 2025-04-18 00:00:00 Employer Unspecified Category Catering / hospitality Location Cape Winelands  / Stellenbosch Job Summary The ideal candidate for…


View Job
Head Houseman – Banquet

Stellenbosch: Senior Data Analyst

Stellenbosch: Senior Data Analyst Posted on 2025-04-29 00:00:00 Employer Unspecified Category IT / Computing / Software Location Cape Winelands  / Stellenbosch Job Summary The successful candidate…


View Job
Senior Data Analyst

Stellenbosch: Food and Beverage Operations Manager

Stellenbosch: Food and Beverage Operations Manager Posted on 2025-04-18 00:00:00 Employer Unspecified Category Catering / hospitality Location Cape Winelands  / Stellenbosch Job Summary This role requires…


View Job
Food and Beverage Operations Manager

Stellenbosch: C# Developer

Stellenbosch: C# Developer Posted on 2025-04-18 00:00:00 Employer Unspecified Category IT / Computing / Software Location Cape Winelands  / Stellenbosch Job Summary Intermediate Developer Western Cape…

View Job  Johannesburg: Office Assistant

View Job
C# Developer

Stellenbosch: Senior Accounts Manager posted by O’Brien Recruitment

Stellenbosch: Senior Accounts Manager posted by O’Brien Recruitment Posted on 2025-04-29 00:00:00 Employer


View Job
Senior Accounts Manager

Stellenbosch: Waiter – Deli

Stellenbosch: Waiter – Deli Posted on 2025-04-18 00:00:00 Employer Unspecified Category Catering / hospitality Location Cape Winelands  / Stellenbosch Job Summary The ideal candidate at the…


View Job
Waiter – Deli

Stellenbosch: Waiter – Eatery

Stellenbosch: Waiter – Eatery Posted on 2025-04-18 00:00:00 Employer Unspecified Category Catering / hospitality Location Cape Winelands  / Stellenbosch Job Summary This Eatery offers a relaxed…


View Job
Waiter – Eatery

Stellenbosch: Waiter – Hotel

Stellenbosch: Waiter – Hotel Posted on 2025-04-18 00:00:00 Employer Unspecified Category Catering / hospitality Location Cape Winelands  / Stellenbosch Job Summary The ideal candidate should possess…


View Job
Waiter – Hotel

Stellenbosch: Wine Logistics Coordinator

Stellenbosch: Wine Logistics Coordinator Posted on 2025-04-18 00:00:00 Employer Unspecified Category Transport / logistics / warehouse Location Cape Winelands  / Stellenbosch Job Summary Duties: Logistics regarding…


View Job
Wine Logistics Coordinator

Stellenbosch: Tasting Ambassador

Stellenbosch: Tasting Ambassador Posted on 2025-04-18 00:00:00 Employer Unspecified Category Catering / hospitality Location Cape Winelands  / Stellenbosch Job Summary Duties: Conduct wine tastings and educate…


View Job
Tasting Ambassador

Stellenbosch: Host/ess

Stellenbosch: Host/ess Posted on 2025-04-18 00:00:00 Employer Unspecified Category Catering / hospitality Location Cape Winelands  / Stellenbosch Job Summary Duties: Greet guests at assigned tables &…


View Job
Host/ess

Stellenbosch: Assistant Night Chef

Stellenbosch: Assistant Night Chef Posted on 2025-04-18 00:00:00 Employer Unspecified Category Catering / hospitality Location Cape Winelands  / Stellenbosch Job Summary Duties: Preparation of food in…


View Job
Assistant Night Chef

Stellenbosch: Bar Manager

Stellenbosch: Bar Manager Posted on 2025-04-18 00:00:00 Employer Unspecified Category Catering / hospitality Location Cape Winelands  / Stellenbosch Job Summary Duties: Manage staff and the outlet…


View Job
Bar Manager

Stellenbosch: Chef de Partie

Stellenbosch: Chef de Partie Posted on 2025-04-18 00:00:00 Employer Unspecified Category Catering / hospitality Location Cape Winelands  / Stellenbosch Job Summary Duties: Assist the chef in…


View Job
Chef de Partie

Share this to someone who needs a job:
Posted in Jobs in South Africa, Jobs in Stellenbosch, Jobs in Western Cape

More Jobs in Your Area