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Western Cape: Financial Advisor / Planner posted by I Grow Wealth Investments

Financial Advisor / Planner

Posted on 2025-02-27

Employer I Grow Wealth Investments
Salary 0
Category Finance Accounting
Location Western Cape  /  Western Cape

Job Summary

To qualify for this position, you need:

  • Have a relevant diploma/degree (financial qualification advantageous – RE5 certification)
  • Minimum 2 years of property sales experience, or experience in a financial advisory role
  • Track record of excellence in achieving sales targets and other KPI’s
  • Excellent English communication skills
  • Excellent interpersonal skills and telephone etiquette
  • Reliable transport during working hours
  • Home office set up with a stable internet connection
  • Computer literate (Excel, Word, G Suite, Zoom)

Duties and responsibilities include, but not limited to:

  • Establish and maintain long-term client relationships.
  • Conduct financial needs analysis to understand clients` financial goals.
  • Provide regular financial reviews and updates.
  • Educate clients on financial planning principles, investment strategies, and risk management.
  • Develop bespoke financial plans based on clients` financial situations and goals.
  • Offer advice on wealth management, investments, insurance, retirement, tax planning and building a portfolio of investment properties.
  • Analyze financial data and recommend suitable financial products.
  • Assist clients in structuring their portfolios for long-term growth and security.
  • Assess clients` risk tolerance and recommend appropriate investment strategies.
  • Monitor market trends and economic conditions to optimize portfolio performance.
  • Provide recommendations on asset allocation and investment diversification.
  • Review investment performance and make adjustments where necessary.
  • Ensure compliance with FAIS (Financial Advisory and
  •  Intermediary Services Act) and FICA (Financial Intelligence Centre Act).
  • Maintain records and documentation as per industry regulations

Financial Advisor / Planner position available in Western Cape, Western Cape. This job position was posted by I Grow Wealth Investments. The job has been posted as a char8000 ad on 2025-02-27 at 01:38:38 in the Finance Accounting category

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