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Financial Advisor - Cape Town, South Africa

  • Harare, Zimbabwe

Job Details

Job ID: #13609
Job Location Cape Town, South Africa
Company Type Finance/Accounting
Job Role Financial Advisor
Joining Date ASAP
Employment Type Full Time
Monthly Salary Negotiable

Preferred Candidate

Career Level Middle Management
Years of Experience 5
Residence Location Cape Town, South Africa
Gender Not Specified
Nationality Citizen or Work Permit Required
Degree RES Qualification

Job Description

Cape Town, South Africa
  • Job Status: Closed

Our client, a financial services group are looking for Financial Advisors to join their team.

Duties and Responsibilities;
* Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses, and assets.
* Offering strategic advice on products and services, such as investments, insurance coverage, and debt management tools.
* Securing stocks and bonds and establishing progressive savings accounts.
* Moving money from accounts per industry and federal regulations.
* Performing market research to stay current with financial trends.
* Preparing financial documents, such as income projections and investment reports.
* Maintaining compliance with all rules and regulations in the financial industry.
* Identifying and pursuing potential clients to maintain a strong client base.

Key Skills
* In-depth understanding of employer, industry, and federal regulations.
* Knowledge of financial options, including investments, loans, savings accounts, and stock options.
* Expertise in financial planning and investment strategies.
* Familiarity with the securities, mutual fund, and insurance industries.
* Advanced ability to analyze and explain market data.
* Proficiency with word processing, spreadsheet, database, and financial planning software.
* Analytical thinking skills and the ability to assess clients’ needs.
* Excellent communication abilities, including writing, speaking, and active listening.
* Effective sales, presentation, and customer service skills.
* Good organization and time management skills.

  • Job Role: Financial Advisor
  • Industry: Accountancy / Finance
  • Salary: Negotiable

Required Skills

5 Years of Experience
* Matric.
* NQF level 5 or higher.
* RE5 Qualification.

Additional Requirements

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