💼 Full-Time Position

FINANCIAL ADVISOR

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HR Genie
📍 cape town, city of cape town metropolitan municipality, South-Africa
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Location
cape town, South-Africa
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Posted
June 14, 2026
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Type
Full-Time
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Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job Description


SUMMARY:
Assist clients in creating comprehensive financial plans tailored to their specific needs and goals. POSITION INFO:
A national new generation independent financial planning business is looking for a Financial Advisor to join the team. Qualification:  Minimum bachelor’s degree in financial planning or similar. Regulatory Examination 5 for representatives. CERTIFIED FINANCIAL PLANNER® Professional will be added advantage. Experience : Minimum 5 Years in financial advisory role. Key Responsibilities :
  • Financial Planning: Conduct comprehensive financial assessments of clients, understanding their financial goals, analysing their current financial situation, and create personalised financial plans to achieve those goals.
  • Investment Management: Recommend suitable investment strategies and products based on the client's risk tolerance, time horizon, and financial objectives. Monitoring and managing i...