Independent Financial Advisor (Risk)
Location: Bellville, Cape Town
Salary: Market related
Are you ready to unleash your financial prowess? It’s time to stop being a salesperson and time to thrive as a real Financial Advisor.
Is this you?
Are you a dynamic professional with experience giving financial advice on risk products, coupled with a passion for financial planning and a client-centric approach? If you’re a proactive decision-maker with a continuous improvement mindset, we want to hear from you!What you’ll be doing (and why you’ll enjoy it)
You will play a pivotal role in managing client relationships and ensuring client portfolios align with their goals. Your responsibilities include offering tailored financial advice with a focus on risk products and recommending strategic portfolio adjustments. Collaborate with colleagues and clients to stay ahead of industry product developments and legislative changes. Your passion for giving advice, combined with advanced communication skills, will make you an integral part of the team.Where you’ll be doing it
You’ll be joining a prominent financial services organization with a rich history of empowering clients toward financial success. With a commitment to continuous improvement and learning, our client fosters a collaborative environment both within and outside the organization. Learn and grow in a company that values innovation, teamwork, and client orientation. You’ll be based in beautiful offices in Tygervalley, Cape Town.What you’ll need
To be considered for this opportunity you need to have a completed degree as well as 2 years’ experience as a Financial Advisor, gained at an independent brokerage. You also need to be fluent in English and Afrikaans and have your own reliable transport.What you’ll get
In addition to a competitive salary, there is potential to earn commission and you’ll enjoy the benefits of working with an industry leader committed to your professional growth. Our client offers a dynamic work culture, opportunities for continuous learning, and a chance to make a real impact in the financial services sector.How to apply
For a confidential discussion please contact Claudette on (021) 035 1433 or send your CV to c.dupreez@thetalentexperts.co.za – We appreciate that your CV might not be fully up to date. No problem just send us what you have. We do respond to everyone! Just give us a few days to work through your application.Applicant Consent
I agree to the processing of my personal data included in this application. I consent to the processing and retention of the personal information contained in my curriculum vitae or resume for the purposes of placements in future roles that become available.
I am aware that I have the right to withdraw consent at any time, and that I have agreed to the Privacy Policy. I agree to my information being shared with potential employers for the purposes of applications to available roles after discussions with a member of The Talent Experts.