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

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Job Description

About the Role

We are seeking a skilled and experienced Financial Advisor/Planner to join our team at I Grow Wealth Investments in Cape Town, Western Cape. As a key member of our financial advisory team, you will be responsible for providing expert guidance to clients on their financial planning needs, developing bespoke financial plans, and ensuring compliance with industry regulations.

Key Responsibilities

  • 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.

Requirements

  • Relevant diploma/degree in a financial qualification (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 KPIs.
  • 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).

Qualifications

No formal education or certifications are required for this role.

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Salary & Benefits

Salary details will be discussed during the interview process.

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Finance/Accounting Management Jobs in Western Cape

In Western Cape, South Africa, the finance and accounting management field is generally thriving, with a strong demand for skilled professionals to drive business growth and optimise financial performance. The region’s diverse economy, which includes various sectors such as technology, manufacturing, and services, creates a wide range of opportunities for finance professionals. As a result, job seekers in this field can expect a competitive market with varying levels of complexity depending on the industry sector.

Typically, finance and accounting management positions in Western Cape offer broad salary ranges, often falling within the R400 000 to R700 000 per annum bracket, depending on factors such as experience, company size, and industry sector. For example, senior roles may command higher salaries, while entry-level positions may start at around R250 000. However, it is essential to note that these figures are general estimates, and actual salaries can vary significantly based on individual circumstances.

Common skills required for finance and accounting management roles in Western Cape include expertise in financial planning and analysis, budgeting and forecasting, financial reporting and compliance, leadership and management, communication and interpersonal skills, analytical and problem-solving abilities, and technical proficiency in accounting software such as SAP or Microsoft Dynamics. These skills are highly valued across various industries, including the financial services sector, technology industry, manufacturing sector, and more.

These roles are often found in industries that require strong financial planning and management, such as the technology industry, where companies like Google and Microsoft operate. The manufacturing sector also frequently employs finance professionals to oversee production costs and optimize supply chains. In addition, the services sector, which encompasses various industries, including healthcare and education, also requires skilled finance professionals.

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Career development opportunities in finance and accounting management are diverse, with many professionals progressing to senior leadership roles or moving into specialised areas such as audit and assurance, risk management, or financial planning. With experience and further training, finance professionals can take on increasingly complex challenges and assume more senior responsibilities within their organisations.


This information provides general career guidance. Actual salaries and requirements vary by employer.



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