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

• 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.
• 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.

If you do not receive feedback within two weeks of submitting your application, please consider your application unsuccessful.