💼 Full-Time Position

FINANCIAL ADVISOR

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HR Options
📍 Cape Town, Western Cape, South Africa
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Location
Cape Town, South Africa
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Posted
June 12, 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

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 investment portfolios to optimize pe...