Menu Close

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

Financial Advisor / Planner

Posted on 2025-03-30

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 2025-03-30 at 01:33:02 in the Finance Accounting category

Click Go Apply to apply online!


You might also like these jobs in the same area.

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


Southern Suburbs: Financial Advisor posted by Structured Wealth Solutions

We are seeking a motivated and sales driven Individual ,who has experience in the Financial service industry ,specifically in the sales and marketing of the products/solutions . This position, as a financial advisor are for individuals looking to develop t

View Job  Cape Town: Junior Accountant posted by Hire Resolve

View Job
Financial Advisor

Durban: Financial Advisor – Min 1 Year Experience posted by May-San financial Services

At May-San Financial Services, we offer you the chance to grow your career with expert mentorship, flexible commission structures, a training allowance, and full administrative support. Plus, enjoy bonuses, incentives, and a supportive team culture.What We


View Job
Financial Advisor – Min 1 Year Experience

Roodepoort: Financial Advisor posted by LKB Consult

Job descriptionJoin a leading FSP as a Financial Adviser Grow Your Career & Empower Your Clients!Are you ready to make a real impact? Join today and become part of a leading team thats transforming the financial landscape! Were expanding and looking for a


View Job
Financial Advisor

Johannesburg West: Financial Advisor – Position Available Immediately posted by SureX Insure

Skyrocket your careers as a Financial advisor.Benefits:-Groundbreaking training on sales, mindset and financial planning.-A chance to build true wealth.Requirements:-Matric-Drivers license-Reliable vehicle-Laptop for work-Clear credit score and no criminal


View Job
Financial Advisor – Position Available Immediately

Benoni: Financial Advisor posted by Subsidiary

TED: - TARGET DRIVEN, SALES FOCUSED INDIVIDUALSIt`s more than a career. Its a way of life.Financial Advisers are there to help their clients plan for the future they want by developing financial strategies thatCreate wealth and reduce debt.New business dev


View Job
Financial Advisor

Pretoria: Advisor: Financial Reporting And Compliance

Are you a CA(SA) with a passion for financial compliance and reporting ? This is your chance to join a leading organization in the energy sector, providing advisory services, financial reporting, and regulatory compliance support at a group level. Key Resp


View Job
Advisor

Johannesburg: Financial Advisor

Professional Requirements: RE 5 Bachelor``s degree in Finance, Business Administration, or related field (for recent graduates). Minimum 3 years of experience in financial advisory services with proven track record of success in insurance sales and client


View Job
Financial Advisor

Johannesburg: Financial Advisor

Key Responsibilities: Client Relationship Management: Develop and maintain strong relationships with clients, ensuring a high level of trust and satisfaction. Conduct regular meetings to assess client goals, financial status, and life changes. Understand a


View Job
Financial Advisor

Randburg: Financial Advisor

Unlock Your Potential as a Financial Advisor Shape Your Career A leading company in the financial services industry is looking for a driven, self-motivated individual to join their team. If you have a passion for sales and meet the following requirements,

View Job  Cape Town: Ui Designer posted by Goldman Tech

View Job
Financial Advisor

Cape Town City Centre: Financial Advisor

Requirements: Education and Certification: Matric. Regulatory Examination (RE5) certification. Class of business CPD points. Must meet Fit and Proper Requirements. Clear criminal and credit record. Experience: Minimum of 18 months financial industry experi


View Job
Financial Advisor

Durban: Financial Advisor

Objectives of this role Be an integral member of the advisory team and provide financial planning and investment advice to clients ranging in age and wealth Take primary responsibility for all aspects of a client relationship, working closely to fully unde


View Job
Financial Advisor

Johannesburg: Financial Advisor

Financial Advisor Basic Commission Benefits Location: Gauteng Role One of our clients in the insurance sector is seeking ambitious sales consultants who are interested in becoming Financial Advisors. Meeting individually with clients to determine their fin


View Job
Financial Advisor

Johannesburg: Financial Advisor – Long-Term Insurance/Investments /Short Term Insurance /Holistic Financial Planning

Job Overview: We are seeking a highly motivated and experienced Financial Advisor to join our team, specializing in long-term insurance. The ideal candidate will have a strong background in financial services, particularly in long-term insurance, and be pa


View Job
Financial Advisor – Long-Term Insurance/Investments /Short Term Insurance /Holistic Financial Planning

Pretoria: Financial Advisor

JOIN OUR TEAM AS A FINANCIAL ADVISOR Are you passionate about helping others achieve their financial goals? Do you have a passion for numbers and a desire to build a rewarding career in the financial services industry? Look no further A leading financial s


View Job
Financial Advisor

Sandton: Financial Advisor posted by CV Desk

Financial Advisor Opportunities: Location: Inlands (Sandton, Cape Town, KwaZulu-Natal, Port Elizabeth)Remuneration: Uncapped commission.Contract type: Permanent.Employment type: Full-time, remote work.Additional requirements: F2F, lead generation experienc


View Job
Financial Advisor

Century City: Financial Advisor posted by CV Desk

Financial Advisor Opportunities: Location: Inlands (Sandton, Cape Town, KwaZulu-Natal, Port Elizabeth)Remuneration: Uncapped commission.Contract type: Permanent.Employment type: Full-time, remote work.Additional requirements: F2F, lead generation experienc


View Job
Financial Advisor

Durban Central: Financial Advisor posted by CV Desk

Financial Advisor Opportunities: Location: Inlands (Sandton, Cape Town, KwaZulu-Natal, Port Elizabeth)Remuneration: Uncapped commission.Contract type: Permanent.Employment type: Full-time, remote work.Additional requirements: F2F, lead generation experienc


View Job
Financial Advisor

Port Elizabeth: Financial Advisor posted by CV Desk

Financial Advisor Opportunities: Location: Inlands (Sandton, Cape Town, KwaZulu-Natal, Port Elizabeth)Remuneration: Uncapped commission.Contract type: Permanent.Employment type: Full-time, remote work.Additional requirements: F2F, lead generation experienc

View Job  Stellenbosch: Restaurant Manager posted by Wild Dreams Hospitality

View Job
Financial Advisor

Bedfordview: Financial Advisor posted by MSECTO FINANCIAL SERVICES

Join Msecto Libertys Eastgate Franchise as a Financial Advisor!Are you an experienced financial advisor looking to elevate your career? Join Msecto, Libertys Eastgate Mall franchise and grow professionally while helping clients achieve financial success.Wh


View Job
Financial Advisor

Cape Town City Centre: Established Financial Advisor Â?? Risk Or Aum Focus

Requirements: Education and Certification: Matric. Regulatory Examination (RE5) certification. Class of business CPD points. Must meet Fit and Proper Requirements. Clear criminal and credit record. Experience: Established Advisors with risk solution focuse


View Job
Established Financial Advisor Â?? Risk Or Aum Focus

Johannesburg: Junior Financial Advisor

Job Description: Junior Financial Advisor Are you an aspiring financial professional looking to kickstart your career in the world of financial planning and investment management? This is an exciting opportunity for a Junior Financial Advisor to join a fas


View Job
Junior Financial Advisor

Centurion: Assistant To Financial Advisor posted by Omega HR Solutions

Financial Planning Assistant Discovery Expertise Essential Hours: Mon Fri, 07:30 16:00 Our client, a reputable financial advisory firm, is looking for a Financial Planning Assistant with strong knowledge and hands-on experience in working with Discovery


View Job
Assistant To Financial Advisor

South Africa: Financial Accountant posted by Sagen Advisory

Premier maritime supplier group is seeking to employ a Financial Accountant to their business in the Helderberg area. They provide essential provisions, equipment, and spare parts to vessels across major ports. Known for their reliable, 24/7 service, they


View Job
Financial Accountant

Paarl: Regional Financial Manager posted by Sagen Advisory

Large, integrated and well-established group in the agriculture sector is looking to employ an experienced, motivated and driven Regional Financial Manager. This group has interests across the country and this role will be situated in the Paarl area in the


View Job
Regional Financial Manager

Tzaneen: Financial Accountant posted by Sagen Advisory

One of the largest integrated fruit and logistics businesses in the country, which is part of a larger and integrated group, is looking to employ a financial and management accountant. There is an option to join them at any of the Tzaneen or Hoedspruit off


View Job
Financial Accountant

Error making API request.
Share this to someone who needs a job:
Posted in Jobs in Western Cape

More Jobs in Your Area