Financial Advisor

Financial Advisor

Location: Tokai, Cape Town
Salary: R180k per annum

About the Role:
The key purpose of this role is to provide professional and comprehensive financial advice to our clients and to grow the client base.

Requirements:
B.Com graduate
RE5 qualification
CFP qualified or on the way
Specialist knowledge of tax; investments; risk and insurance
Would like to build a career in wealth management
Entrepreneurial mindset
Client focused and results driven
Fully computer literate

Duties:
Meet with existing and potential clients to understand their financial objectives and goals
Prepare and present sound financial plans to these clients
Prepare and submit tax returns for tax clients
Manage/ maintain and grow new and existing client relationships
Grow your own client book and build your professional network
Continuously update your knowledge on the industry, products and market performance

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