Financial Advisor

Cape Town | Southern Suburbs

The Opportunity

Join a dynamic Financial Planning team in a high-growth, learning-focused environment. This role is suited to an experienced Financial Advisor who combines strong technical knowledge with a genuine commitment to client service.

You will provide advice across investment, retirement, estate planning and tax, working predominantly with clients approaching or already in retirement. The role has a strong focus on wealth preservation, long-term relationships and the growth of your own client portfolio.

Your Key Responsibilities

✓  Conduct client needs analyses and provide tailored financial advice.

✓  Build and maintain strong, long-term client relationships.

✓  Provide investment, retirement, estate planning and tax advice.

✓  Conduct investment research and portfolio reviews.

✓  Prepare and collate client financial reviews and presentations.

✓  Deliver exceptional service to clients and their families.

✓  Prepare accurate client reporting.

✓  Manage administration and data capturing.

✓  Support new business, marketing and networking initiatives.

✓  Grow and manage a client book in line with, or above, targets.

✓  Collaborate with internal and external stakeholders.

Requirements

What You'll Need

✓  Relevant degree, such as a BCom or equivalent.

✓  Postgraduate Diploma in Financial Planning.

✓  RE5 qualification.

✓  Fit and proper requirements in order.

✓  Proven client-service experience within financial planning.

✓  Strong knowledge of investment products, retirement planning, legislation and tax.

✓  Proficiency in Microsoft Office, particularly Excel and PowerPoint.

The Person We’re Looking For:

• Client-focused and passionate about exceptional service
• Able to work independently and take ownership
• Highly organised, detail-oriented and deadline-driven
• Confident in building professional relationships
• Commercially minded, with a drive to grow a client portfolio
• Clear and confident when presenting complex financial information
• Fluent in English; an additional local language is advantageous

Additional Requirements:

Clean credit & criminal check  •  Valid driver’s licence  •  Own vehicle

READY FOR YOUR NEXT CAREER MOVE?

If you are an experienced Financial Advisor who combines strong technical knowledge with a genuine commitment to client service, submit your updated CV for consideration.

APPLY WITH YOUR UPDATED CV

Please email you CV to stef@thefrg.co.za and cc monique@thefrg.co.za. In the subject line “Financial Advisor CT SS”.

For any additional information call the office on 021 553 5000